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 | $11,966 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,864 | $52,279-4.6% | $89,391-44.2% | $79,858-37.6% |
| Participation rate | 95.8% | 57.5%+38.3pp | 68.0%+27.9pp | 69.6%+26.2pp |
| Annual return | 13.01% | 22.16%-9.1pp | 245.62%-232.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $624 | $1,572-60.3% | $2,586-75.9% | $2,471-74.7% |
| Participant deferral / active EE | $2,631 | $2,740-4.0% | $3,890-32.4% | $3,740-29.6% |
| Admin fee / account holder | $219 | $3,356-93.5% | $4,881-95.5% | $5,306-95.9% |