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+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $2,528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,880 | $41,854-83.6% | $73,843-90.7% | $52,331-86.9% |
| Participation rate | 69.6% | 66.2%+3.3pp | 73.4%-3.9pp | 68.1%+1.5pp |
| Annual return | 0.86% | 2.11%-1.3pp | 2267.84%-2267.0pp | 4.54%-3.7pp |
| Employer contribution / active EE | $730 | $1,920-62.0% | $2,787-73.8% | $1,882-61.2% |
| Participant deferral / active EE | $1,304 | $2,498-47.8% | $3,583-63.6% | $3,022-56.8% |
| Admin fee / account holder | $49 | $493-90.1% | $4,880-99.0% | $592-91.8% |