See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $927 |
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 | $20,734 | $50,464-58.9% | $75,781-72.6% | $52,331-60.4% |
| Participation rate | 80.0% | 66.8%+13.2pp | 75.8%+4.2pp | 68.1%+11.9pp |
| Annual return | -1.29% | 1.03%-2.3pp | 9.68%-11.0pp | 4.54%-5.8pp |
| Employer contribution / active EE | $1,787 | $1,988-10.1% | $3,323-46.2% | $1,882-5.1% |
| Participant deferral / active EE | $2,176 | $2,570-15.3% | $3,651-40.4% | $3,022-28.0% |
| Admin fee / account holder | $17 | $1,103-98.4% | $5,299-99.7% | $592-97.1% |