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 9-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.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,985 |
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 | $31,291 | $112,750-72.2% | $103,464-69.8% | $74,546-58.0% |
| Participation rate | 94.8% | 80.9%+13.9pp | 80.5%+14.3pp | 67.2%+27.6pp |
| Annual return | 14.59% | 23.22%-8.6pp | 23.91%-9.3pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $2,706 | $4,880-44.5% | $4,677-42.1% | $2,624+3.1% |
| Participant deferral / active EE | $4,237 | $7,289-41.9% | $6,624-36.0% | $4,347-2.5% |
| Admin fee / account holder | $110 | $1,702-93.5% | $9,410-98.8% | $1,944-94.4% |