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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 6-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.2 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $10,121 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $5,823 |
Service code 13 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Contract Administrator | $5,015 |
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 | $9,835 | $51,197-80.8% | $82,719-88.1% | $66,914-85.3% |
| Participation rate | 77.4% | 67.8%+9.6pp | 72.6%+4.8pp | 69.8%+7.6pp |
| Annual return | -15.64% | -9.64%-6.0pp | 701.18%-716.8pp | 1.58%-17.2pp |
| Employer contribution / active EE | $424 | $2,611-83.8% | $3,009-85.9% | $2,544-83.4% |
| Participant deferral / active EE | $1,136 | $3,458-67.1% | $4,395-74.1% | $4,237-73.2% |
| Admin fee / account holder | $174 | $416-58.2% | $5,329-96.7% | $593-70.7% |