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.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,571 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,927 | $55,002-89.2% | $59,878-90.1% | $56,287-89.5% |
| Participation rate | 95.4% | 75.9%+19.5pp | 74.7%+20.7pp | 69.9%+25.6pp |
| Annual return | -10.11% | 1.13%-11.2pp | 3.46%-13.6pp | -9.96%-0.2pp |
| Employer contribution / active EE | $1,043 | $2,448-57.4% | $2,722-61.7% | $2,111-50.6% |
| Participant deferral / active EE | $2,111 | $3,121-32.3% | $3,402-37.9% | $3,350-37.0% |
| Admin fee / account holder | $53 | $236-77.6% | $3,590-98.5% | $521-89.9% |