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.6+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,104 |
TRIAD ADVISORS INC2 years Filed as: TRIAD ADVISORS LLC Service code 15 5155 PEACHTREE PARKWAY · NORCROSS, GA 30092 | Recordkeeping | $7,245 |
Service code 15 | Recordkeeping | $7,229 |
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 | $19,112 | $53,901-64.5% | $134,143-85.8% | $73,488-74.0% |
| Participation rate | 73.0% | 62.8%+10.1pp | 72.2%+0.8pp | 70.7%+2.3pp |
| Annual return | 16.81% | 15.82%+1.0pp | 36.33%-19.5pp | 28.51%-11.7pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,704-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,498 | $2,739-45.3% | $3,499-57.2% | $3,740-60.0% |
| Admin fee / account holder | $119 | $581-79.5% | $6,684-98.2% | $513-76.8% |