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 4-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 Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,684 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,110 | $91,407-92.2% | $135,903-94.8% | $71,457-90.0% |
| Participation rate | 94.6% | 75.7%+18.9pp | 81.9%+12.7pp | 67.9%+26.6pp |
| Annual return | 18.22% | 29.90%-11.7pp | 68.23%-50.0pp | 28.85%-10.6pp |
| Employer contribution / active EE | $2,394 | $3,703-35.4% | $4,856-50.7% | $2,588-7.5% |
| Participant deferral / active EE | $4,039 | $7,092-43.0% | $7,758-47.9% | $4,289-5.8% |
| Admin fee / account holder | $73 | $1,266-94.2% | $10,762-99.3% | $1,587-95.4% |