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.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $20,110 |
Service code 15 24 W. 40TH STREET · NEW YORK, NY 10018 | Recordkeeping | $14,091 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,621 | $26,549+60.5% | $61,373-30.6% | $66,914-36.3% |
| Participation rate | 93.2% | 38.1%+55.1pp | 52.6%+40.6pp | 69.8%+23.4pp |
| Annual return | -12.43% | -16.21%+3.8pp | 338.61%-351.0pp | 1.58%-14.0pp |
| Employer contribution / active EE | $919 | $651+41.1% | $1,159-20.8% | $2,544-63.9% |
| Participant deferral / active EE | $4,262 | $1,338+218.5% | $2,125+100.6% | $4,237+0.6% |
| Admin fee / account holder | $317 | $409-22.4% | $2,130-85.1% | $593-46.6% |