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 7-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 | $5,470 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,067 | $79,694-97.4% | $96,139-97.8% | $79,386-97.4% |
| Participation rate | 74.3% | 54.0%+20.3pp | 68.4%+5.9pp | 70.7%+3.6pp |
| Annual return | 11.65% | 40.84%-29.2pp | 191.94%-180.3pp | 116.85%-105.2pp |
| Employer contribution / active EE | $338 | $1,443-76.6% | $2,797-87.9% | $2,427-86.1% |
| Participant deferral / active EE | $772 | $2,539-69.6% | $4,349-82.2% | $4,046-80.9% |
| Admin fee / account holder | $46 | $630-92.8% | $5,537-99.2% | $626-92.7% |