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.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $19,756 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 15 PO BOX 9497 · NEW YORK, NY 10087 | Recordkeeping | $14,630 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,450 | $93,571-34.3% | $135,903-54.8% | $75,163-18.2% |
| Participation rate | 74.5% | 75.2%-0.6pp | 81.9%-7.4pp | 67.2%+7.4pp |
| Annual return | 18.03% | 30.90%-12.9pp | 68.23%-50.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $13,081 | $6,404+104.3% | $7,758+68.6% | $4,125+217.1% |
| Admin fee / account holder | $282 | $6,975-96.0% | $10,762-97.4% | $5,651-95.0% |