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 4-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 | Recordkeeping | $11,910 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 25 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Directed Trustee | $443 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,234 | $73,360-95.6% | $177,989-98.2% | $74,495-95.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 14.37% | 17.49%-3.1pp | 294.48%-280.1pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,777 | $4,513-16.3% | $6,276-39.8% | $4,346-13.1% |
| Admin fee / account holder | $25 | $1,808-98.6% | $10,363-99.8% | $1,942-98.7% |