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.2 years Filed as: PAYCHEX, INC Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,387 | $35,986+48.4% | $77,482-31.1% | $73,488-27.4% |
| Participation rate | 35.9% | 40.8%-4.9pp | 54.2%-18.3pp | 70.7%-34.8pp |
| Annual return | 16.93% | 19.26%-2.3pp | 54.79%-37.9pp | 28.51%-11.6pp |
| Employer contribution / active EE | $645 | $557+15.8% | $986-34.6% | $2,270-71.6% |
| Participant deferral / active EE | $1,177 | $1,198-1.7% | $1,861-36.8% | $3,740-68.5% |
| Admin fee / account holder | $210 | $466-55.0% | $2,858-92.7% | $513-59.1% |