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.2+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $25,027 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $156,242 | $89,739+74.1% | $149,718+4.4% | $62,292+150.8% |
| Participation rate | 79.5% | 85.1%-5.6pp | 87.1%-7.5pp | 69.5%+10.0pp |
| Annual return | 17.35% | 21.01%-3.7pp | 1501.63%-1484.3pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,037 | $3,233-67.9% | $5,445-80.9% | $2,042-49.2% |
| Participant deferral / active EE | $7,520 | $4,797+56.8% | $6,569+14.5% | $3,169+137.3% |
| Admin fee / account holder | $244 | $551-55.7% | $11,283-97.8% | $479-49.1% |