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.9+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,844 |
TRIAD ADVISORS INC5 years Filed as: TRIAD ADVISORS LLC Service code 15 · EIN 65-0173164 3585 ATLANTA AVENUE · HAPEVILLE, GA 30354 | Recordkeeping | $7,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,761 | $48,335-63.3% | $121,098-85.3% | $71,457-75.1% |
| Participation rate | 68.5% | 54.3%+14.3pp | 69.5%-0.9pp | 67.9%+0.6pp |
| Annual return | 15.61% | 23.32%-7.7pp | 985.75%-970.1pp | 28.85%-13.2pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,164-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,489 | $2,754-45.9% | $4,080-63.5% | $4,289-65.3% |
| Admin fee / account holder | $119 | $1,841-93.5% | $5,644-97.9% | $1,587-92.5% |