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.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,209 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,151 | $47,126-53.0% | $149,673-85.2% | $74,419-70.2% |
| Participation rate | 55.2% | 63.4%-8.2pp | 78.8%-23.6pp | 70.7%-15.5pp |
| Annual return | 19.06% | 22.75%-3.7pp | 134.42%-115.4pp | 34.38%-15.3pp |
| Employer contribution / active EE | $1,401 | $1,905-26.5% | $4,818-70.9% | $2,637-46.9% |
| Participant deferral / active EE | $1,824 | $2,728-33.1% | $5,680-67.9% | $4,528-59.7% |
| Admin fee / account holder | $40 | $343-88.2% | $13,210-99.7% | $348-88.4% |