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 6-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 Filed as: PAYCHEX SECURITIES CORPORATION Service code 15 · EIN 16-1486352 | Recordkeeping | $6,381 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $956 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,110 | $54,590-33.9% | $81,930-55.9% | $73,488-50.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 31.96% | 17.74%+14.2pp | 29.49%+2.5pp | 28.51%+3.5pp |
| Employer contribution / active EE | $953 | $1,636-41.8% | $4,310-77.9% | $2,270-58.0% |
| Participant deferral / active EE | $3,050 | $2,759+10.6% | $7,107-57.1% | $3,740-18.4% |
| Admin fee / account holder | $48 | $592-91.9% | $5,158-99.1% | $513-90.7% |