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.1 year Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $12,399 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,818 | $56,629-22.6% | $77,999-43.8% | $55,167-20.6% |
| Participation rate | 87.2% | 73.3%+13.9pp | 75.5%+11.7pp | 69.0%+18.2pp |
| Annual return | 7.76% | 2866.98%-2859.2pp | 425.96%-418.2pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,966 | $1,723+14.1% | $2,470-20.4% | $1,963+0.2% |
| Participant deferral / active EE | $2,927 | $2,777+5.4% | $3,497-16.3% | $3,054-4.2% |
| Admin fee / account holder | $125 | $467-73.3% | $5,480-97.7% | $504-75.3% |