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 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,425 |
Service code 15 | Recordkeeping | $11,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,765 | $63,114-29.1% | $92,893-51.8% | $65,185-31.3% |
| Participation rate | 59.2% | 68.8%-9.6pp | 76.0%-16.8pp | 70.2%-11.0pp |
| Annual return | 18.06% | 28.75%-10.7pp | 109.41%-91.4pp | 29.38%-11.3pp |
| Employer contribution / active EE | $248 | $2,571-90.4% | $3,653-93.2% | $2,177-88.6% |
| Participant deferral / active EE | $3,348 | $3,108+7.7% | $4,236-21.0% | $3,514-4.7% |
| Admin fee / account holder | $211 | $624-66.2% | $5,794-96.4% | $847-75.1% |