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 9-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.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $18,074 |
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 | $35,836 | $58,234-38.5% | $81,783-56.2% | $80,874-55.7% |
| Participation rate | 74.5% | 63.4%+11.1pp | 72.4%+2.1pp | 67.6%+6.8pp |
| Annual return | 14.82% | 41.70%-26.9pp | 775.05%-760.2pp | 35.62%-20.8pp |
| Employer contribution / active EE | $2,200 | $2,341-6.1% | $2,913-24.5% | $2,756-20.2% |
| Participant deferral / active EE | $4,011 | $3,283+22.2% | $4,320-7.2% | $4,297-6.6% |
| Admin fee / account holder | $169 | $4,982-96.6% | $7,380-97.7% | $6,935-97.6% |