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 5-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.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,793 |
Service code 27 | Advisory (Plan) | $5,590 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,685 | $60,323-92.2% | $81,812-94.3% | $74,495-93.7% |
| Participation rate | 94.6% | 62.9%+31.8pp | 72.3%+22.3pp | 67.2%+27.4pp |
| Annual return | 13.44% | 16.90%-3.5pp | 773.79%-760.4pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,515 | $2,620-42.2% | $2,912-48.0% | $2,623-42.3% |
| Participant deferral / active EE | $2,549 | $3,387-24.7% | $4,319-41.0% | $4,346-41.3% |
| Admin fee / account holder | $74 | $1,486-95.0% | $7,386-99.0% | $1,942-96.2% |