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 9-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 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,057 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,318 | $49,451-46.8% | $79,550-66.9% | $66,914-60.7% |
| Participation rate | 80.2% | 61.3%+18.8pp | 69.5%+10.7pp | 69.8%+10.3pp |
| Annual return | -8.10% | 84.25%-92.4pp | 0.16%-8.3pp | 1.58%-9.7pp |
| Employer contribution / active EE | $2,477 | $1,266+95.8% | $2,413+2.7% | $2,544-2.6% |
| Participant deferral / active EE | $4,372 | $3,159+38.4% | $3,985+9.7% | $4,237+3.2% |
| Admin fee / account holder | $248 | $595-58.3% | $6,832-96.4% | $593-58.2% |