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 10-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 | $12,036 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Recordkeeping | $10,925 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,302 | $73,102-54.4% | $123,544-73.0% | $56,287-40.8% |
| Participation rate | 98.3% | 74.3%+23.9pp | 82.3%+16.0pp | 69.9%+28.4pp |
| Annual return | -4.55% | 3.01%-7.6pp | 119.20%-123.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,636 | $2,977-45.0% | $4,628-64.6% | $2,111-22.5% |
| Participant deferral / active EE | $4,503 | $5,423-17.0% | $6,426-29.9% | $3,350+34.4% |
| Admin fee / account holder | $159 | $554-71.2% | $9,284-98.3% | $521-69.4% |