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 |
|---|---|---|
Service code 15 | Recordkeeping | $20,078 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,057 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,071 | $62,573-23.2% | $85,682-43.9% | $85,850-44.0% |
| Participation rate | 89.1% | 61.1%+27.9pp | 69.9%+19.2pp | 69.3%+19.7pp |
| Annual return | 10.97% | 23.77%-12.8pp | 21.49%-10.5pp | 318.53%-307.6pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,598 | $2,802+99.8% | $3,923+42.7% | $3,952+41.7% |
| Admin fee / account holder | $338 | $4,640-92.7% | $6,873-95.1% | $6,260-94.6% |