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 4-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 | $10,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,127 | $55,415-74.5% | $155,509-90.9% | $74,495-81.0% |
| Participation rate | 68.3% | 61.9%+6.4pp | 78.2%-9.9pp | 67.2%+1.1pp |
| Annual return | 13.48% | 268.50%-255.0pp | 64.67%-51.2pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $665 | $2,267-70.6% | $4,672-85.8% | $2,623-74.6% |
| Participant deferral / active EE | $1,844 | $2,836-35.0% | $5,626-67.2% | $4,346-57.6% |
| Admin fee / account holder | $64 | $1,738-96.3% | $15,912-99.6% | $1,942-96.7% |