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.10+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $41,264 |
Service code 27 | Advisory (Plan) | $39,220 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,270 | $91,762-32.1% | $67,502-7.8% | $77,643-19.8% |
| Participation rate | 74.1% | 75.9%-1.8pp | 72.9%+1.3pp | 70.6%+3.6pp |
| Annual return | 12.68% | 14.87%-2.2pp | 3512.12%-3499.4pp | 31.24%-18.6pp |
| Employer contribution / active EE | $2,386 | $3,181-25.0% | $2,731-12.6% | $2,726-12.5% |
| Participant deferral / active EE | $6,050 | $3,903+55.0% | $4,000+51.3% | $4,647+30.2% |
| Admin fee / account holder | $228 | $176+29.6% | $3,998-94.3% | $430-47.0% |