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 Service code 15 · EIN 16-1124166 | Recordkeeping | $7,144 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,160 | $46,360-75.9% | $147,614-92.4% | $52,331-78.7% |
| Participation rate | 93.1% | 64.9%+28.1pp | 84.6%+8.5pp | 68.1%+25.0pp |
| Annual return | -2.61% | 1.62%-4.2pp | 61.98%-64.6pp | 4.54%-7.2pp |
| Employer contribution / active EE | $685 | $2,126-67.8% | $5,564-87.7% | $1,882-63.6% |
| Participant deferral / active EE | $1,554 | $2,258-31.2% | $4,895-68.3% | $3,022-48.6% |
| Admin fee / account holder | $63 | $766-91.8% | $11,611-99.5% | $592-89.4% |