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 7-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 Filed as: PAYCHEX, INC Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,825 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,047 | $31,679+45.4% | $74,701-38.4% | $65,185-29.4% |
| Participation rate | 25.0% | 40.4%-15.4pp | 54.5%-29.5pp | 70.2%-45.2pp |
| Annual return | 18.02% | 39.04%-21.0pp | 752.92%-734.9pp | 29.38%-11.4pp |
| Employer contribution / active EE | $470 | $566-17.0% | $1,084-56.6% | $2,177-78.4% |
| Participant deferral / active EE | $864 | $1,191-27.5% | $1,964-56.0% | $3,514-75.4% |
| Admin fee / account holder | $182 | $379-52.0% | $3,333-94.5% | $847-78.5% |