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 |
|---|---|---|
Service code 15 | Recordkeeping | $18,764 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $10,452 |
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 | $28,308 | $55,453-49.0% | $170,442-83.4% | $62,292-54.6% |
| Participation rate | 99.4% | 66.4%+33.0pp | 83.6%+15.8pp | 69.5%+29.9pp |
| Annual return | 18.45% | 21.38%-2.9pp | 205.93%-187.5pp | 28.90%-10.4pp |
| Employer contribution / active EE | $3,089 | $2,164+42.7% | $5,433-43.1% | $2,042+51.2% |
| Participant deferral / active EE | $2,606 | $2,303+13.2% | $4,939-47.2% | $3,169-17.8% |
| Admin fee / account holder | $2 | $455-99.5% | $13,880-100.0% | $479-99.5% |