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.8 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $19,061 |
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 | $45,914 | $57,380-20.0% | $71,209-35.5% | - |
| Participation rate | 73.7% | 61.9%+11.9pp | 73.8%0pp | - |
| Annual return | 20.10% | 13.03%+7.1pp | 282.51%-262.4pp | - |
| Employer contribution / active EE | $2,310 | $2,842-18.7% | $2,721-15.1% | - |
| Participant deferral / active EE | $4,558 | $3,790+20.3% | $4,175+9.2% | - |
| Admin fee / account holder | $184 | $2,851-93.5% | $5,349-96.6% | - |