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 | $65,946-45.0% | $81,783-55.7% | $77,671-53.3% |
| Participation rate | 87.4% | 65.8%+21.6pp | 72.4%+15.1pp | 70.6%+16.8pp |
| Annual return | 25.83% | 26.65%-0.8pp | 775.05%-749.2pp | 31.21%-5.4pp |
| Employer contribution / active EE | $4,877 | $2,371+105.7% | $2,913+67.4% | $2,726+78.9% |
| Participant deferral / active EE | $11,217 | $3,507+219.9% | $4,320+159.6% | $4,648+141.3% |
| Admin fee / account holder | $103 | $527-80.4% | $7,380-98.6% | $430-76.0% |