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.7+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,998 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,975 | $69,848-71.4% | $115,756-82.7% | $66,914-70.1% |
| Participation rate | 99.3% | 70.6%+28.6pp | 77.1%+22.2pp | 69.8%+29.5pp |
| Annual return | -12.90% | 969.66%-982.6pp | 143.14%-156.0pp | 1.58%-14.5pp |
| Employer contribution / active EE | $567 | $2,613-78.3% | $3,793-85.1% | $2,544-77.7% |
| Participant deferral / active EE | $4,560 | $4,274+6.7% | $6,254-27.1% | $4,237+7.6% |
| Admin fee / account holder | $72 | $337-78.7% | $8,124-99.1% | $593-87.9% |