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 7-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 | $8,622 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $6,222 | $102,317-93.9% | $146,958-95.8% | $80,856-92.3% |
| Participation rate | 87.3% | 75.8%+11.5pp | 82.2%+5.2pp | 67.6%+19.7pp |
| Annual return | 9.95% | 134.76%-124.8pp | 418.34%-408.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,244 | $3,713-39.6% | $4,933-54.5% | $2,755-18.6% |
| Participant deferral / active EE | $3,352 | $6,644-49.5% | $8,070-58.5% | $4,296-22.0% |
| Admin fee / account holder | $93 | $7,941-98.8% | $12,998-99.3% | $6,918-98.7% |