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 27 | Advisory (Plan) | $29,122 |
PAYCHEX, INC.6 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $19,646 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,184 | $79,184-45.5% | $102,438-57.8% | $74,546-42.1% |
| Participation rate | 96.8% | 74.8%+22.0pp | 76.5%+20.3pp | 67.2%+29.6pp |
| Annual return | 14.55% | 54.95%-40.4pp | 29.37%-14.8pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $2,330 | $2,362-1.3% | $3,024-22.9% | $2,624-11.2% |
| Participant deferral / active EE | $3,693 | $4,414-16.3% | $5,054-26.9% | $4,347-15.1% |
| Admin fee / account holder | $233 | $2,001-88.4% | $9,448-97.5% | $1,944-88.0% |