See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $19,350 |
401K GENERATION1 year Service code 13 · EIN 26-4477125 237 S. WESTMONTE AVE · ALTAMONTE SPRINGS, FL 32714 | Contract Administrator | $14,913 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,521 | $101,317-53.1% | $146,958-67.7% | $74,495-36.2% |
| Participation rate | 99.3% | 75.5%+23.8pp | 82.2%+17.2pp | 67.2%+32.1pp |
| Annual return | 22.98% | 8730.91%-8707.9pp | 418.34%-395.4pp | 1364.94%-1342.0pp |
| Employer contribution / active EE | $9,601 | $3,810+152.0% | $4,933+94.6% | $2,623+266.0% |
| Participant deferral / active EE | $18,473 | $7,303+152.9% | $8,070+128.9% | $4,346+325.1% |
| Admin fee / account holder | $203 | $1,739-88.3% | $12,998-98.4% | $1,942-89.6% |