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.5+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,923 |
Service code 15 | Recordkeeping | $6,301 |
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS LLC Service code 15 5155 PEACHTREE PARKWAY · NORCROSS, GA 30092 | Recordkeeping | $5,372 |
Employer 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 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 | $17,093 | $46,722-63.4% | $130,648-86.9% | $65,185-73.8% |
| Participation rate | 73.3% | 60.9%+12.4pp | 71.7%+1.6pp | 70.2%+3.1pp |
| Annual return | 21.30% | 24.17%-2.9pp | 1708.96%-1687.7pp | 29.38%-8.1pp |
| Employer contribution / active EE | $0 | $1,488-100.0% | $4,092-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,265 | $2,545-50.3% | $3,603-64.9% | $3,514-64.0% |
| Admin fee / account holder | $111 | $453-75.6% | $5,464-98.0% | $847-86.9% |