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.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,927 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,791 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,815 | $69,477-3.8% | $94,646-29.4% | $71,457-6.5% |
| Participation rate | 83.6% | 78.4%+5.2pp | 80.8%+2.8pp | 67.9%+15.7pp |
| Annual return | 64.65% | 29.66%+35.0pp | 156.71%-92.1pp | 28.85%+35.8pp |
| Employer contribution / active EE | $3,318 | $2,853+16.3% | $3,672-9.6% | $2,588+28.2% |
| Participant deferral / active EE | $9,159 | $7,345+24.7% | $7,418+23.5% | $4,289+113.6% |
| Admin fee / account holder | $54 | $1,210-95.5% | $7,231-99.3% | $1,587-96.6% |