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.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $27,932 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,136 | $82,664-21.2% | $125,339-48.0% | $68,494-4.9% |
| Participation rate | 80.9% | 75.0%+5.9pp | 82.4%-1.5pp | 67.9%+13.0pp |
| Annual return | -17.14% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $4,203 | $3,381+24.3% | $4,814-12.7% | $2,596+61.9% |
| Participant deferral / active EE | $10,582 | $6,110+73.2% | $7,446+42.1% | $4,027+162.8% |
| Admin fee / account holder | $257 | $6,275-95.9% | $10,010-97.4% | $5,403-95.3% |