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.4 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $11,583 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $5,846 |
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 | $94,438 | $86,655+9.0% | $119,609-21.0% | $66,914+41.1% |
| Participation rate | 84.3% | 75.6%+8.7pp | 79.3%+5.0pp | 69.8%+14.5pp |
| Annual return | -16.87% | -8.00%-8.9pp | -14.97%-1.9pp | 1.58%-18.4pp |
| Employer contribution / active EE | $515 | $2,536-79.7% | $4,232-87.8% | $2,544-79.8% |
| Participant deferral / active EE | $4,976 | $4,358+14.2% | $5,602-11.2% | $4,237+17.5% |
| Admin fee / account holder | $164 | $755-78.3% | $10,323-98.4% | $593-72.3% |