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.8+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $20,675 |
Filed as: UBS - RETIREMENT PLAN CONSULTING Service code 15 PO BOX 198928 · NASHVILLE, TN 37238 | Recordkeeping | $16,687 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,206 | $84,487-32.3% | $125,339-54.4% | $66,914-14.5% |
| Participation rate | 97.2% | 76.4%+20.8pp | 82.4%+14.8pp | 69.8%+27.4pp |
| Annual return | -18.00% | -8.39%-9.6pp | 572.05%-590.1pp | 1.58%-19.6pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,046 | $6,781-25.6% | $7,446-32.2% | $4,237+19.1% |
| Admin fee / account holder | $210 | $685-69.4% | $10,010-97.9% | $593-64.6% |