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 | $7,093 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $14,199 | $26,805-47.0% | $59,496-76.1% | $52,331-72.9% |
| Participation rate | 49.1% | 39.3%+9.7pp | 54.6%-5.5pp | 68.1%-19.0pp |
| Annual return | -0.20% | 2.61%-2.8pp | 182.05%-182.2pp | 4.54%-4.7pp |
| Employer contribution / active EE | $263 | $450-41.5% | $1,153-77.2% | $1,882-86.0% |
| Participant deferral / active EE | $532 | $916-41.9% | $1,829-70.9% | $3,022-82.4% |
| Admin fee / account holder | $79 | $305-74.1% | $2,232-96.5% | $592-86.6% |