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 15 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $11,579 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56 |
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 | $21,577 | $42,548-49.3% | $74,550-71.1% | $56,287-61.7% |
| Participation rate | 71.7% | 60.5%+11.2pp | 69.1%+2.6pp | 69.9%+1.8pp |
| Annual return | -4.81% | 12.40%-17.2pp | 32.53%-37.3pp | -9.96%+5.1pp |
| Employer contribution / active EE | $451 | $855-47.3% | $1,961-77.0% | $2,111-78.7% |
| Participant deferral / active EE | $3,090 | $2,277+35.7% | $3,108-0.6% | $3,350-7.8% |
| Admin fee / account holder | $195 | $467-58.4% | $5,060-96.2% | $521-62.7% |