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.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,222 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,856 | $81,474+7.8% | $133,956-34.4% | $73,488+19.6% |
| Participation rate | 94.0% | 76.4%+17.6pp | 79.8%+14.1pp | 70.7%+23.3pp |
| Annual return | 16.66% | 19.40%-2.7pp | 45.09%-28.4pp | 28.51%-11.9pp |
| Employer contribution / active EE | $556 | $2,209-74.8% | $3,919-85.8% | $2,270-75.5% |
| Participant deferral / active EE | $5,171 | $3,786+36.6% | $5,048+2.5% | $3,740+38.3% |
| Admin fee / account holder | $89 | $713-87.6% | $8,927-99.0% | $513-82.7% |