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.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,573 |
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 | $130,479 | $88,083+48.1% | $164,813-20.8% | $74,495+75.2% |
| Participation rate | 84.1% | 73.0%+11.1pp | 78.6%+5.5pp | 67.2%+16.9pp |
| Annual return | 13.21% | 17.26%-4.1pp | 69.93%-56.7pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,145 | $2,593-55.8% | $4,341-73.6% | $2,623-56.4% |
| Participant deferral / active EE | $5,645 | $4,498+25.5% | $6,031-6.4% | $4,346+29.9% |
| Admin fee / account holder | $111 | $2,234-95.0% | $12,690-99.1% | $1,942-94.3% |