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 | $10,445 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,499 | $86,332+1.4% | $125,175-30.1% | $65,185+34.2% |
| Participation rate | 73.9% | 75.3%-1.4pp | 79.8%-5.8pp | 70.2%+3.7pp |
| Annual return | 25.27% | 27.43%-2.2pp | 43.79%-18.5pp | 29.38%-4.1pp |
| Employer contribution / active EE | $461 | $2,040-77.4% | $3,865-88.1% | $2,177-78.8% |
| Participant deferral / active EE | $4,161 | $3,537+17.6% | $4,937-15.7% | $3,514+18.4% |
| Admin fee / account holder | $101 | $609-83.5% | $9,702-99.0% | $847-88.1% |