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 | $8,780 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,637 | $65,409-30.2% | $98,442-53.6% | $85,850-46.8% |
| Participation rate | 76.7% | 65.0%+11.7pp | 73.3%+3.4pp | 69.3%+7.4pp |
| Annual return | 11.02% | 21.76%-10.7pp | 1492.73%-1481.7pp | 318.53%-307.5pp |
| Employer contribution / active EE | $1,968 | $2,168-9.2% | $2,960-33.5% | $2,565-23.3% |
| Participant deferral / active EE | $3,856 | $3,166+21.8% | $4,276-9.8% | $3,952-2.4% |
| Admin fee / account holder | $147 | $4,593-96.8% | $5,949-97.5% | $6,260-97.6% |