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+ years Filed as: PAYCHEX INC. Service code 15 · EIN 16-1124166 | Recordkeeping | $23,255 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,992 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,010 | $44,229-75.1% | $155,790-92.9% | $55,191-80.1% |
| Participation rate | 79.5% | 60.8%+18.7pp | 76.1%+3.4pp | 69.2%+10.3pp |
| Annual return | -2.04% | 0.37%-2.4pp | 71.54%-73.6pp | 10.78%-12.8pp |
| Employer contribution / active EE | $602 | $1,317-54.3% | $3,836-84.3% | $1,899-68.3% |
| Participant deferral / active EE | $1,897 | $2,851-33.5% | $4,797-60.5% | $3,046-37.7% |
| Admin fee / account holder | $91 | $86+6.1% | $7,478-98.8% | $91+0.8% |