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 9-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 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $13,197 |
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 | $18,577 | $50,385-63.1% | $75,670-75.4% | $62,292-70.2% |
| Participation rate | 73.3% | 67.7%+5.6pp | 72.3%+1.0pp | 69.5%+3.8pp |
| Annual return | 22.01% | 19.90%+2.1pp | 27.34%-5.3pp | 28.90%-6.9pp |
| Employer contribution / active EE | $1,286 | $1,537-16.4% | $2,352-45.3% | $2,042-37.0% |
| Participant deferral / active EE | $2,017 | $2,445-17.5% | $3,142-35.8% | $3,169-36.4% |
| Admin fee / account holder | $158 | $384-58.9% | $5,800-97.3% | $479-67.0% |