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 | $876 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,701 | $39,245-72.7% | $64,105-83.3% | $52,331-79.6% |
| Participation rate | 62.7% | 58.2%+4.5pp | 68.2%-5.5pp | 68.1%-5.4pp |
| Annual return | -1.00% | 14.79%-15.8pp | 791.24%-792.2pp | 4.54%-5.5pp |
| Employer contribution / active EE | $277 | $736-62.3% | $1,820-84.8% | $1,882-85.3% |
| Participant deferral / active EE | $1,623 | $1,992-18.5% | $2,822-42.5% | $3,022-46.3% |
| Admin fee / account holder | $12 | $592-97.9% | $4,499-99.7% | $592-97.9% |