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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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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,865 |
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 | $22,487 | $50,815-55.7% | $155,509-85.5% | $77,643-71.0% |
| Participation rate | 53.3% | 63.1%-9.9pp | 78.2%-24.9pp | 70.6%-17.3pp |
| Annual return | 20.53% | 34.80%-14.3pp | 64.67%-44.1pp | 31.24%-10.7pp |
| Employer contribution / active EE | $1,492 | $1,993-25.1% | $4,672-68.1% | $2,726-45.3% |
| Participant deferral / active EE | $1,909 | $2,822-32.3% | $5,626-66.1% | $4,647-58.9% |
| Admin fee / account holder | $36 | $437-91.7% | $15,912-99.8% | $430-91.5% |