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 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,899 | $37,393-65.5% | $77,024-83.3% | $66,914-80.7% |
| Participation rate | 50.0% | 52.9%-2.9pp | 67.9%-17.9pp | 69.8%-19.8pp |
| Annual return | -19.27% | -3.29%-16.0pp | 42.32%-61.6pp | 1.58%-20.9pp |
| Employer contribution / active EE | $642 | $1,531-58.1% | $2,812-77.2% | $2,544-74.8% |
| Participant deferral / active EE | $1,276 | $2,617-51.2% | $4,426-71.2% | $4,237-69.9% |
| Admin fee / account holder | $122 | $567-78.5% | $5,425-97.8% | $593-79.5% |