See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $5,975 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,061 | $55,453-71.0% | $170,442-90.6% | $62,292-74.2% |
| Participation rate | 82.8% | 66.4%+16.5pp | 83.6%-0.8pp | 69.5%+13.3pp |
| Annual return | 27.60% | 21.38%+6.2pp | 205.93%-178.3pp | 28.90%-1.3pp |
| Employer contribution / active EE | $1,704 | $2,164-21.3% | $5,433-68.6% | $2,042-16.6% |
| Participant deferral / active EE | $3,034 | $2,303+31.8% | $4,939-38.6% | $3,169-4.3% |
| Admin fee / account holder | $33 | $455-92.8% | $13,880-99.8% | $479-93.2% |