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 |
|---|---|---|
Service code 26 · EIN 71-2340017 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Participants) | $16,604 |
PAYCHEX, INC.2 years Filed as: PAYCHEX, INC Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,309 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $16,208 | $99,957-83.8% | $149,696-89.2% | $73,488-77.9% |
| Participation rate | 88.8% | 75.7%+13.1pp | 82.5%+6.4pp | 70.7%+18.2pp |
| Annual return | 15.66% | 53.87%-38.2pp | 276.60%-260.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,041 | $3,191-67.4% | $4,644-77.6% | $2,270-54.1% |
| Participant deferral / active EE | $2,009 | $6,073-66.9% | $6,842-70.6% | $3,740-46.3% |
| Admin fee / account holder | $99 | $551-82.1% | $9,309-98.9% | $513-80.8% |