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 7-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 | $23,286 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 15 PO BOX 9497 · NEW YORK, NY 10087 | Recordkeeping | $19,717 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,829 | $82,664-22.8% | $125,339-49.1% | $68,494-6.8% |
| Participation rate | 73.3% | 75.0%-1.7pp | 82.4%-9.0pp | 67.9%+5.4pp |
| Annual return | -18.06% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $4,170 | $3,381+23.3% | $4,814-13.4% | $2,596+60.6% |
| Participant deferral / active EE | $19,092 | $6,110+212.4% | $7,446+156.4% | $4,027+374.1% |
| Admin fee / account holder | $328 | $6,275-94.8% | $10,010-96.7% | $5,403-93.9% |