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.1 year Filed as: PAYCHEX Service code 64 · EIN 16-1470238 | Recordkeeping Fees | $25,361 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,747 | $73,102-51.1% | $123,544-71.1% | $56,287-36.5% |
| Participation rate | 86.6% | 74.3%+12.3pp | 82.3%+4.3pp | 69.9%+16.7pp |
| Annual return | -8.96% | 3.01%-12.0pp | 119.20%-128.2pp | -9.96%+1.0pp |
| Employer contribution / active EE | $2,790 | $2,977-6.3% | $4,628-39.7% | $2,111+32.2% |
| Participant deferral / active EE | $5,461 | $5,423+0.7% | $6,426-15.0% | $3,350+63.0% |
| Admin fee / account holder | $167 | $554-69.9% | $9,284-98.2% | $521-68.0% |