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.6+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $22,827 |
Service code 15 | Recordkeeping | $22,349 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $46,852 | $84,948-44.8% | $70,449-33.5% | $73,409-36.2% |
| Participation rate | 71.6% | 79.9%-8.4pp | 75.1%-3.5pp | 72.2%-0.6pp |
| Annual return | 10.74% | 13.39%-2.6pp | 109.03%-98.3pp | 59.29%-48.6pp |
| Employer contribution / active EE | $1,873 | $2,834-33.9% | $2,737-31.5% | $2,234-16.1% |
| Participant deferral / active EE | $4,268 | $3,387+26.0% | $3,709+15.1% | $3,805+12.1% |
| Admin fee / account holder | $153 | $98+55.8% | $3,845-96.0% | $158-3.2% |