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 4-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 | $5,770 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $2,318 | $41,467-94.4% | $67,313-96.6% | $55,725-95.8% |
| Participation rate | 66.7% | 62.5%+4.2pp | 69.1%-2.4pp | 70.9%-4.2pp |
| Annual return | -18.89% | 0.82%-19.7pp | -4.08%-14.8pp | 244.93%-263.8pp |
| Employer contribution / active EE | $498 | $1,316-62.2% | $2,566-80.6% | $2,078-76.0% |
| Participant deferral / active EE | $928 | $2,399-61.3% | $3,568-74.0% | $3,356-72.3% |
| Admin fee / account holder | $26 | $102-74.3% | $4,507-99.4% | $115-77.2% |