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.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,623 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,853 | $60,323-57.1% | $81,812-68.4% | $74,495-65.3% |
| Participation rate | 88.8% | 62.9%+26.0pp | 72.3%+16.5pp | 67.2%+21.6pp |
| Annual return | 10.93% | 16.90%-6.0pp | 773.79%-762.9pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $783 | $2,620-70.1% | $2,912-73.1% | $2,623-70.1% |
| Participant deferral / active EE | $1,203 | $3,387-64.5% | $4,319-72.2% | $4,346-72.3% |
| Admin fee / account holder | $57 | $1,486-96.2% | $7,386-99.2% | $1,942-97.1% |