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 year Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $5,912 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,373 | $67,606-69.9% | $82,313-75.2% | $70,131-70.9% |
| Participation rate | 72.9% | 72.8%+0.2pp | 76.9%-4.0pp | 69.5%+3.4pp |
| Annual return | 14.49% | 21.57%-7.1pp | 25.88%-11.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $296 | $1,755-83.1% | $2,428-87.8% | $2,342-87.4% |
| Participant deferral / active EE | $1,551 | $2,987-48.1% | $3,706-58.1% | $3,332-53.4% |
| Admin fee / account holder | $108 | $4,512-97.6% | $5,608-98.1% | $4,645-97.7% |