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.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,108 |
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 | $33,757 | $65,061-48.1% | $143,757-76.5% | $66,914-49.6% |
| Participation rate | 67.6% | 65.2%+2.4pp | 80.3%-12.7pp | 69.8%-2.2pp |
| Annual return | -13.75% | -11.14%-2.6pp | -0.04%-13.7pp | 1.58%-15.3pp |
| Employer contribution / active EE | $2,487 | $2,361+5.3% | $4,951-49.8% | $2,544-2.3% |
| Participant deferral / active EE | $3,321 | $2,919+13.8% | $5,637-41.1% | $4,237-21.6% |
| Admin fee / account holder | $166 | $502-67.0% | $14,673-98.9% | $593-72.0% |