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 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $14,973 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,581 | $45,324-89.9% | $122,332-96.3% | $69,631-93.4% |
| Participation rate | 72.2% | 59.9%+12.3pp | 71.6%+0.6pp | 70.7%+1.5pp |
| Annual return | 14.49% | 25.35%-10.9pp | 30.27%-15.8pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $479 | $1,230-61.1% | $4,050-88.2% | $2,032-76.5% |
| Participant deferral / active EE | $835 | $2,367-64.7% | $3,287-74.6% | $3,224-74.1% |
| Admin fee / account holder | $24 | $87-72.8% | $5,478-99.6% | $110-78.5% |