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.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $31,559 |
EXCEL WEALTH MANAGEMENT, LLC2 years Service code 26 · EIN 81-2780637 935 MAIN ST. · MANCHESTER, CT 06040 | Advisory (Participants) | $11,071 |
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 | $18,510 | $44,960-58.8% | $84,966-78.2% | $74,495-75.2% |
| Participation rate | 94.7% | 49.4%+45.3pp | 67.5%+27.2pp | 67.2%+27.5pp |
| Annual return | 16.59% | 26.24%-9.7pp | 66.38%-49.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $2,690 | $1,457+84.6% | $2,727-1.4% | $2,623+2.6% |
| Participant deferral / active EE | $5,092 | $2,731+86.5% | $4,519+12.7% | $4,346+17.2% |
| Admin fee / account holder | $186 | $2,209-91.6% | $6,149-97.0% | $1,942-90.4% |