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 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,080 |
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 | $18,927 | $77,899-75.7% | $149,673-87.4% | $75,163-74.8% |
| Participation rate | 94.8% | 65.6%+29.3pp | 78.8%+16.1pp | 67.2%+27.7pp |
| Annual return | 18.41% | 31.72%-13.3pp | 134.42%-116.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,753 | $3,137-44.1% | $4,818-63.6% | $2,670-34.3% |
| Participant deferral / active EE | $1,967 | $3,411-42.3% | $5,680-65.4% | $4,125-52.3% |
| Admin fee / account holder | $49 | $5,956-99.2% | $13,210-99.6% | $5,651-99.1% |