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 | $12,009 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,145 | $58,320-10.6% | $86,436-39.7% | $66,914-22.1% |
| Participation rate | 90.5% | 78.6%+11.9pp | 80.3%+10.2pp | 69.8%+20.7pp |
| Annual return | -6.17% | -9.71%+3.5pp | 4394.89%-4401.1pp | 1.58%-7.7pp |
| Employer contribution / active EE | $4,501 | $2,615+72.1% | $3,769+19.4% | $2,544+76.9% |
| Participant deferral / active EE | $12,014 | $6,899+74.1% | $6,952+72.8% | $4,237+183.6% |
| Admin fee / account holder | $94 | $546-82.8% | $6,731-98.6% | $593-84.1% |