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.8 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $31,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,413 | $100,923-38.2% | $150,045-58.4% | $74,304-16.0% |
| Participation rate | 68.8% | 70.1%-1.3pp | 82.3%-13.6pp | 60.3%+8.4pp |
| Annual return | 21.00% | 51.77%-30.8pp | 62.55%-41.5pp | 29.43%-8.4pp |
| Employer contribution / active EE | $2,013 | $3,463-41.9% | $4,693-57.1% | $2,241-10.2% |
| Participant deferral / active EE | $8,612 | $6,709+28.4% | $7,997+7.7% | $3,767+128.6% |
| Admin fee / account holder | $130 | $2,767-95.3% | $13,435-99.0% | $2,969-95.6% |