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+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $909 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,741 | $70,002-63.2% | $115,037-77.6% | $52,331-50.8% |
| Participation rate | 76.0% | 72.1%+3.9pp | 81.4%-5.3pp | 68.1%+7.9pp |
| Annual return | -2.22% | 4.04%-6.3pp | 26.14%-28.4pp | 4.54%-6.8pp |
| Employer contribution / active EE | $2,109 | $2,715-22.3% | $4,608-54.2% | $1,882+12.1% |
| Participant deferral / active EE | $3,938 | $4,920-19.9% | $6,026-34.6% | $3,022+30.3% |
| Admin fee / account holder | $94 | $566-83.3% | $8,175-98.8% | $592-84.1% |