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 9-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.4+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,104 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,730 | $77,813-79.8% | $123,544-87.3% | $64,186-75.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -15.27% | 12.48%-27.8pp | 119.20%-134.5pp | 7.63%-22.9pp |
| Employer contribution / active EE | $3,308 | $3,014+9.8% | $4,628-28.5% | $2,381+39.0% |
| Participant deferral / active EE | $5,559 | $5,240+6.1% | $6,426-13.5% | $3,470+60.2% |
| Admin fee / account holder | $24 | $5,519-99.6% | $9,284-99.7% | $4,888-99.5% |