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 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $5,703 |
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 | $45,624 | $51,466-11.4% | $78,778-42.1% | $62,292-26.8% |
| Participation rate | 70.2% | 59.8%+10.4pp | 69.2%+1.0pp | 69.5%+0.7pp |
| Annual return | 16.82% | 19.96%-3.1pp | 35.62%-18.8pp | 28.90%-12.1pp |
| Employer contribution / active EE | $2,169 | $827+162.1% | $1,986+9.2% | $2,042+6.2% |
| Participant deferral / active EE | $3,585 | $2,147+67.0% | $2,958+21.2% | $3,169+13.1% |
| Admin fee / account holder | $102 | $489-79.1% | $5,134-98.0% | $479-78.7% |