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 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $21,233 |
Service code 15 24 W. 40TH STREET · NEW YORK, NY 10018 | Recordkeeping | $14,272 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $45,380 | $39,286+15.5% | $80,716-43.8% | $79,386-42.8% |
| Participation rate | 98.0% | 41.0%+57.1pp | 54.2%+43.9pp | 70.7%+27.3pp |
| Annual return | 9.99% | 98.95%-89.0pp | 87.28%-77.3pp | 116.85%-106.9pp |
| Employer contribution / active EE | $826 | $594+39.1% | $1,160-28.8% | $2,427-66.0% |
| Participant deferral / active EE | $3,864 | $1,264+205.8% | $2,146+80.1% | $4,046-4.5% |
| Admin fee / account holder | $305 | $647-52.8% | $3,380-91.0% | $626-51.3% |