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 4-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.2 years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $21,612 |
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 | $27,752 | $43,411-36.1% | $94,993-70.8% | $69,631-60.1% |
| Participation rate | 90.8% | 64.4%+26.4pp | 73.9%+16.9pp | 70.7%+20.1pp |
| Annual return | 21.75% | 22.54%-0.8pp | 27.12%-5.4pp | 27571.02%-27549.3pp |
| Employer contribution / active EE | $843 | $1,202-29.8% | $2,603-67.6% | $2,032-58.5% |
| Participant deferral / active EE | $2,637 | $2,384+10.6% | $3,317-20.5% | $3,224-18.2% |
| Admin fee / account holder | $96 | $87+10.1% | $4,960-98.1% | $110-13.0% |