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 | $11,916 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,862 | $51,197-26.0% | $82,719-54.2% | $66,914-43.4% |
| Participation rate | 60.4% | 67.8%-7.4pp | 72.6%-12.2pp | 69.8%-9.4pp |
| Annual return | -12.07% | -9.64%-2.4pp | 701.18%-713.3pp | 1.58%-13.7pp |
| Employer contribution / active EE | $1,126 | $2,611-56.9% | $3,009-62.6% | $2,544-55.7% |
| Participant deferral / active EE | $2,759 | $3,458-20.2% | $4,395-37.2% | $4,237-34.9% |
| Admin fee / account holder | $129 | $416-68.9% | $5,329-97.6% | $593-78.2% |