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.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,909 |
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 | $113,686 | $93,182+22.0% | $146,665-22.5% | $79,386+43.2% |
| Participation rate | 88.3% | 76.4%+11.8pp | 80.1%+8.2pp | 70.7%+17.6pp |
| Annual return | 14.97% | 21.61%-6.6pp | 22.74%-7.8pp | 116.85%-101.9pp |
| Employer contribution / active EE | $504 | $2,420-79.2% | $4,136-87.8% | $2,427-79.2% |
| Participant deferral / active EE | $4,819 | $4,169+15.6% | $5,506-12.5% | $4,046+19.1% |
| Admin fee / account holder | $145 | $585-75.2% | $10,280-98.6% | $626-76.8% |