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.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,599 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,206 | $105,181-93.1% | $159,436-95.5% | $85,850-91.6% |
| Participation rate | 97.6% | 75.8%+21.9pp | 82.8%+14.8pp | 69.3%+28.3pp |
| Annual return | 18.14% | 45.07%-26.9pp | 263.57%-245.4pp | 318.53%-300.4pp |
| Employer contribution / active EE | $1,889 | $3,318-43.1% | $4,829-60.9% | $2,565-26.4% |
| Participant deferral / active EE | $2,237 | $5,945-62.4% | $7,352-69.6% | $3,952-43.4% |
| Admin fee / account holder | $36 | $6,933-99.5% | $10,799-99.7% | $6,260-99.4% |