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 3-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.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,112 |
Service code 27 | Advisory (Plan) | $7,801 |
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 | $8,353 | $61,272-86.4% | $149,673-94.4% | $71,457-88.3% |
| Participation rate | 97.5% | 62.5%+35.0pp | 78.8%+18.7pp | 67.9%+29.6pp |
| Annual return | 28.16% | 35.85%-7.7pp | 134.42%-106.3pp | 28.85%-0.7pp |
| Employer contribution / active EE | $1,706 | $2,378-28.3% | $4,818-64.6% | $2,588-34.1% |
| Participant deferral / active EE | $3,432 | $2,917+17.7% | $5,680-39.6% | $4,289-20.0% |
| Admin fee / account holder | $49 | $1,261-96.1% | $13,210-99.6% | $1,587-96.9% |