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 | $11,627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,522 | $69,305+22.0% | $82,313+2.7% | $69,631+21.4% |
| Participation rate | 58.1% | 80.3%-22.1pp | 76.9%-18.8pp | 70.7%-12.6pp |
| Annual return | 0.00% | 21.47%-21.5pp | 25.88%-25.9pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $1,518 | $1,887-19.5% | $2,428-37.5% | $2,032-25.3% |
| Participant deferral / active EE | $4,436 | $3,568+24.3% | $3,706+19.7% | $3,224+37.6% |
| Admin fee / account holder | $52 | $97-46.8% | $5,608-99.1% | $110-53.2% |