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.4+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $23,946 |
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $21,837 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,762 | $75,388-73.8% | $123,544-84.0% | $55,725-64.5% |
| Participation rate | 87.7% | 75.7%+12.0pp | 82.3%+5.4pp | 70.9%+16.8pp |
| Annual return | -1.66% | 4.48%-6.1pp | 119.20%-120.9pp | 244.93%-246.6pp |
| Employer contribution / active EE | $1,231 | $3,063-59.8% | $4,628-73.4% | $2,078-40.8% |
| Participant deferral / active EE | $5,392 | $5,651-4.6% | $6,426-16.1% | $3,356+60.7% |
| Admin fee / account holder | $74 | $120-38.0% | $9,284-99.2% | $115-35.5% |