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.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,738 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $12,615 |
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 | $163,486 | $96,484+69.4% | $156,263+4.6% | $74,304+120.0% |
| Participation rate | 82.2% | 67.7%+14.5pp | 78.9%+3.3pp | 60.3%+21.9pp |
| Annual return | 14.02% | 17.73%-3.7pp | 59.47%-45.4pp | 29.43%-15.4pp |
| Employer contribution / active EE | $1,195 | $2,528-52.7% | $4,333-72.4% | $2,241-46.7% |
| Participant deferral / active EE | $6,138 | $4,286+43.2% | $6,158-0.3% | $3,767+62.9% |
| Admin fee / account holder | $193 | $3,728-94.8% | $14,255-98.6% | $2,969-93.5% |