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.2+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $12,329 |
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 | $37,115 | $36,767+0.9% | $81,478-54.4% | $62,292-40.4% |
| Participation rate | 100.0% | 54.4%+45.6pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 27.47% | 173.80%-146.3pp | 38.78%-11.3pp | 28.90%-1.4pp |
| Employer contribution / active EE | $1,912 | $1,128+69.4% | $2,568-25.5% | $2,042-6.4% |
| Participant deferral / active EE | $9,796 | $2,111+364.2% | $3,537+177.0% | $3,169+209.1% |
| Admin fee / account holder | $70 | $797-91.2% | $4,561-98.5% | $479-85.4% |