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 6-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+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,023 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $961 | $54,573-98.2% | $90,951-98.9% | $73,488-98.7% |
| Participation rate | 70.3% | 61.2%+9.1pp | 69.0%+1.2pp | 70.7%-0.4pp |
| Annual return | 0.00% | 16.69%-16.7pp | 134.60%-134.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $602 | $2,517-76.1% | $3,373-82.2% | $3,740-83.9% |
| Admin fee / account holder | $55 | $521-89.4% | $5,959-99.1% | $513-89.2% |