See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $7,966 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,295 | $71,050-37.7% | $93,606-52.7% | $80,856-45.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 0.00% | 11.26%-11.3pp | 133.20%-133.2pp | 35.59%-35.6pp |
| Employer contribution / active EE | $3,814 | $1,564+143.9% | $2,420+57.6% | $2,755+38.4% |
| Participant deferral / active EE | $6,951 | $4,034+72.3% | $4,411+57.6% | $4,296+61.8% |
| Admin fee / account holder | $92 | $6,945-98.7% | $8,285-98.9% | $6,918-98.7% |