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 Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $11,219 |
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 | $32,053 | $89,739-64.3% | $149,718-78.6% | $62,292-48.5% |
| Participation rate | 83.7% | 85.1%-1.4pp | 87.1%-3.3pp | 69.5%+14.2pp |
| Annual return | 14.16% | 21.01%-6.8pp | 1501.63%-1487.5pp | 28.90%-14.7pp |
| Employer contribution / active EE | $1,747 | $3,233-46.0% | $5,445-67.9% | $2,042-14.4% |
| Participant deferral / active EE | $2,980 | $4,797-37.9% | $6,569-54.6% | $3,169-6.0% |
| Admin fee / account holder | $115 | $551-79.2% | $11,283-99.0% | $479-76.1% |