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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.10+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,785 |
OSAIC WEALTH INC1 year Filed as: OSAIC ADVISORY SERVICES, LLC Service code 26 · EIN 93-0987232 5155 PEACHTREE PKWY · PEACHTREE CORNERS, GA 30092 | Advisory (Participants) | $5,196 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,334 | $52,406-63.1% | $129,207-85.0% | $74,495-74.0% |
| Participation rate | 60.6% | 53.8%+6.8pp | 69.6%-9.0pp | 67.2%-6.6pp |
| Annual return | 12.00% | 15.66%-3.7pp | 9417.33%-9405.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,628 | $2,794-41.7% | $4,168-60.9% | $4,346-62.5% |
| Admin fee / account holder | $117 | $2,633-95.6% | $7,715-98.5% | $1,942-94.0% |