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+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $1,955 |
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 | $13,923 | $39,245-64.5% | $64,105-78.3% | $52,331-73.4% |
| Participation rate | 85.5% | 58.2%+27.3pp | 68.2%+17.4pp | 68.1%+17.4pp |
| Annual return | 0.95% | 14.79%-13.8pp | 791.24%-790.3pp | 4.54%-3.6pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,803 | $1,992-9.5% | $2,822-36.1% | $3,022-40.3% |
| Admin fee / account holder | $7 | $592-98.9% | $4,499-99.9% | $592-98.9% |