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 6-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.2+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,585 |
LEVELIZED COMPENSATION ADVISOR2+ years Service code 15 | Recordkeeping | $10,943 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,643 | $91,190+64.1% | $178,490-16.2% | $79,858+87.4% |
| Participation rate | 91.0% | 69.2%+21.8pp | 81.9%+9.1pp | 69.6%+21.4pp |
| Annual return | 18.02% | 24.19%-6.2pp | 151.07%-133.1pp | 31.71%-13.7pp |
| Employer contribution / active EE | $3,795 | $3,256+16.6% | $5,011-24.3% | $2,471+53.6% |
| Participant deferral / active EE | $4,364 | $3,236+34.8% | $5,202-16.1% | $3,740+16.7% |
| Admin fee / account holder | $304 | $6,751-95.5% | $13,984-97.8% | $5,306-94.3% |