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 year Filed as: PAYCHEX, INC Service code 15 · EIN 16-1124166 | Recordkeeping | $6,685 |
Service code 27 · EIN 16-1124166 | Advisory (Plan) | $6,274 |
Annual investment return 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 | $32,057 | $54,590-41.3% | $81,930-60.9% | $73,488-56.4% |
| Participation rate | 96.2% | 68.3%+27.9pp | 72.0%+24.2pp | 70.7%+25.5pp |
| Annual return | 9.07% | 17.74%-8.7pp | 29.49%-20.4pp | 28.51%-19.4pp |
| Employer contribution / active EE | $1,248 | $1,636-23.7% | $4,310-71.0% | $2,270-45.0% |
| Participant deferral / active EE | $2,129 | $2,759-22.8% | $7,107-70.0% | $3,740-43.1% |
| Admin fee / account holder | $94 | $592-84.1% | $5,158-98.2% | $513-81.7% |