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 | $5,057 |
Participant contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,070 | $98,750-93.9% | $149,696-95.9% | $79,858-92.4% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.8pp |
| Annual return | 27.18% | 27.43%-0.2pp | 276.60%-249.4pp | 31.71%-4.5pp |
| Employer contribution / active EE | $1,563 | $3,216-51.4% | $4,644-66.3% | $2,471-36.7% |
| Participant deferral / active EE | $1,868 | $5,680-67.1% | $6,842-72.7% | $3,740-50.0% |
| Admin fee / account holder | $27 | $6,053-99.6% | $9,309-99.7% | $5,306-99.5% |