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.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,092 |
Service code 27 | Advisory (Plan) | $8,799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,099 | $198,836-82.3% | $103,374-66.0% | - |
| Participation rate | 67.9% | 60.8%+7.0pp | 74.5%-6.6pp | - |
| Annual return | 12.66% | 12.43%+0.2pp | 24.89%-12.2pp | - |
| Employer contribution / active EE | $1,789 | $2,607-31.4% | $3,869-53.8% | - |
| Participant deferral / active EE | $3,684 | $3,407+8.1% | $5,058-27.2% | - |
| Admin fee / account holder | $140 | $10,004-98.6% | $8,394-98.3% | - |