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.4+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,746 |
Service code 15 | Recordkeeping | $6,061 |
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 | $35,422 | $43,504-18.6% | $68,793-48.5% | $56,287-37.1% |
| Participation rate | 71.3% | 67.8%+3.5pp | 72.2%-0.9pp | 69.9%+1.5pp |
| Annual return | -6.72% | -3.15%-3.6pp | -4.63%-2.1pp | -9.96%+3.2pp |
| Employer contribution / active EE | $964 | $1,525-36.8% | $2,625-63.3% | $2,111-54.4% |
| Participant deferral / active EE | $2,112 | $2,509-15.8% | $3,311-36.2% | $3,350-37.0% |
| Admin fee / account holder | $108 | $515-79.1% | $5,131-97.9% | $521-79.3% |