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.4+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,209 |
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,980 | $64,919-75.4% | $392,568-95.9% | $65,185-75.5% |
| Participation rate | 72.0% | 72.0%0pp | 78.1%-6.0pp | 70.2%+1.8pp |
| Annual return | 22.63% | 26.09%-3.5pp | 24.42%-1.8pp | 29.38%-6.8pp |
| Employer contribution / active EE | $295 | $2,374-87.6% | $3,783-92.2% | $2,177-86.5% |
| Participant deferral / active EE | $2,377 | $3,668-35.2% | $5,985-60.3% | $3,514-32.4% |
| Admin fee / account holder | $80 | $634-87.3% | $6,260-98.7% | $847-90.5% |