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.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,645 |
Service code 15 | Recordkeeping | $7,321 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,796 | $69,010-71.3% | $159,960-87.6% | $68,494-71.1% |
| Participation rate | 65.9% | 65.4%+0.4pp | 78.0%-12.1pp | 67.9%-2.0pp |
| Annual return | -15.40% | -9.65%-5.8pp | 408.60%-424.0pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,289 | $2,213-41.8% | $4,226-69.5% | $2,596-50.4% |
| Participant deferral / active EE | $2,958 | $4,212-29.8% | $6,182-52.2% | $4,027-26.5% |
| Admin fee / account holder | $155 | $4,798-96.8% | $8,698-98.2% | $5,403-97.1% |