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 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,321 |
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 | $41,186 | $47,977-14.2% | $154,107-73.3% | $56,287-26.8% |
| Participation rate | 71.1% | 66.2%+4.9pp | 83.0%-12.0pp | 69.9%+1.2pp |
| Annual return | -4.37% | 3.54%-7.9pp | 735.12%-739.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,931 | $2,169-11.0% | $5,298-63.6% | $2,111-8.5% |
| Participant deferral / active EE | $4,203 | $2,392+75.7% | $5,081-17.3% | $3,350+25.5% |
| Admin fee / account holder | $236 | $438-46.1% | $13,411-98.2% | $521-54.6% |