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 10-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+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $2,061 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,760 | $46,360-61.7% | $147,614-88.0% | $52,331-66.1% |
| Participation rate | 92.4% | 64.9%+27.4pp | 84.6%+7.7pp | 68.1%+24.2pp |
| Annual return | -1.36% | 1.62%-3.0pp | 61.98%-63.3pp | 4.54%-5.9pp |
| Employer contribution / active EE | $1,993 | $2,126-6.2% | $5,564-64.2% | $1,882+5.9% |
| Participant deferral / active EE | $2,195 | $2,258-2.8% | $4,895-55.2% | $3,022-27.4% |
| Admin fee / account holder | $127 | $766-83.5% | $11,611-98.9% | $592-78.6% |