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 6-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.1 year Filed as: PAYCHEX Service code 13 11175 JOHN ST · WEST HENRIETTA, NY 14586 | Contract Administrator | $8,457 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,499 | $82,978-89.8% | $129,995-93.5% | $71,457-88.1% |
| Participation rate | 90.1% | 74.1%+16.1pp | 78.5%+11.7pp | 67.9%+22.2pp |
| Annual return | 21.91% | 20.60%+1.3pp | -137.18%+159.1pp | 28.85%-6.9pp |
| Employer contribution / active EE | $1,338 | $2,622-49.0% | $4,320-69.0% | $2,588-48.3% |
| Participant deferral / active EE | $2,810 | $4,432-36.6% | $5,820-51.7% | $4,289-34.5% |
| Admin fee / account holder | $41 | $1,729-97.6% | $10,614-99.6% | $1,587-97.4% |