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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.
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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 |
|---|---|---|
LEVELIZED COMPENSATION ADVISOR4+ years Service code 27 | Advisory (Plan) | $13,755 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,863 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,053 | $86,929-78.1% | $102,423-81.4% | $80,856-76.4% |
| Participation rate | 95.9% | 72.4%+23.6pp | 76.5%+19.5pp | 67.6%+28.3pp |
| Annual return | 15.42% | 18.88%-3.5pp | 29.32%-13.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,822 | $2,369-23.1% | $3,023-39.7% | $2,755-33.9% |
| Participant deferral / active EE | $3,087 | $4,118-25.0% | $5,053-38.9% | $4,296-28.1% |
| Admin fee / account holder | $137 | $8,049-98.3% | $9,451-98.6% | $6,918-98.0% |