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.10+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $22,045 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,388 | $88,581-49.9% | $145,661-69.5% | $74,304-40.3% |
| Participation rate | 67.1% | 64.9%+2.1pp | 77.2%-10.1pp | 60.3%+6.7pp |
| Annual return | 72.53% | 34.30%+38.2pp | 101.46%-28.9pp | 29.43%+43.1pp |
| Employer contribution / active EE | $1,978 | $2,612-24.3% | $4,238-53.3% | $2,241-11.8% |
| Participant deferral / active EE | $3,977 | $4,151-4.2% | $7,198-44.8% | $3,767+5.6% |
| Admin fee / account holder | $67 | $2,953-97.7% | $12,466-99.5% | $2,969-97.8% |