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.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $64,998 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,713 | $47,105+549.0% | $68,368+347.2% | $67,986+349.7% |
| Participation rate | 98.5% | 51.8%+46.7pp | 73.8%+24.7pp | 57.2%+41.3pp |
| Annual return | 18.21% | 48.37%-30.2pp | 292.57%-274.4pp | 31.67%-13.5pp |
| Employer contribution / active EE | $33,339 | $1,859+1693.7% | $2,649+1158.6% | $2,019+1551.5% |
| Participant deferral / active EE | $17,528 | $2,374+638.4% | $4,123+325.2% | $3,358+422.0% |
| Admin fee / account holder | $352 | $2,435-85.5% | $5,150-93.2% | $3,203-89.0% |