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.8+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $32,139 |
Service code 15 | Recordkeeping | $31,127 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,714 | $79,124-37.2% | $60,874-18.3% | $64,808-23.3% |
| Participation rate | 73.3% | 77.7%-4.4pp | 73.1%+0.2pp | 71.5%+1.8pp |
| Annual return | -10.36% | -7.13%-3.2pp | 16.90%-27.3pp | 32.82%-43.2pp |
| Employer contribution / active EE | $1,867 | $3,050-38.8% | $2,701-30.9% | $2,506-25.5% |
| Participant deferral / active EE | $4,749 | $3,725+27.5% | $3,817+24.4% | $4,310+10.2% |
| Admin fee / account holder | $191 | $106+80.4% | $3,224-94.1% | $188+1.5% |