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 3-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.3+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $43,166 |
ERISA FIDUCIARY SERVICES, INC.3+ years Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $7,965 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,259 | $65,908-45.0% | $81,812-55.7% | $77,643-53.3% |
| Participation rate | 87.4% | 65.8%+21.6pp | 72.3%+15.1pp | 70.6%+16.9pp |
| Annual return | 25.83% | 26.64%-0.8pp | 773.79%-748.0pp | 31.24%-5.4pp |
| Employer contribution / active EE | $4,877 | $2,370+105.7% | $2,912+67.5% | $2,726+78.9% |
| Participant deferral / active EE | $11,217 | $3,505+220.0% | $4,319+159.7% | $4,647+141.4% |
| Admin fee / account holder | $103 | $526-80.4% | $7,386-98.6% | $430-76.0% |