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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,296 |
EXCEL WEALTH MANAGEMENT, LLC2 years Filed as: EXCEL WEALTH MANAGEMENT LLC Service code 15 2139 SILAS DEAN HWY · ROCKY HILL, CT 06067 | Recordkeeping | $6,252 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,618 | $66,124-90.0% | $90,404-92.7% | $73,488-91.0% |
| Participation rate | 96.3% | 69.7%+26.6pp | 72.7%+23.6pp | 70.7%+25.6pp |
| Annual return | 16.50% | 17.65%-1.2pp | 1293.02%-1276.5pp | 28.51%-12.0pp |
| Employer contribution / active EE | $921 | $2,346-60.8% | $3,262-71.8% | $2,270-59.4% |
| Participant deferral / active EE | $1,730 | $3,039-43.1% | $3,963-56.3% | $3,740-53.7% |
| Admin fee / account holder | $77 | $396-80.6% | $5,611-98.6% | $513-85.0% |