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 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $20,553 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,781 | $79,171-28.3% | $102,423-44.6% | $74,495-23.8% |
| Participation rate | 84.5% | 74.8%+9.7pp | 76.5%+8.0pp | 67.2%+17.3pp |
| Annual return | 13.12% | 54.93%-41.8pp | 29.32%-16.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $3,133 | $2,362+32.6% | $3,023+3.6% | $2,623+19.5% |
| Participant deferral / active EE | $3,962 | $4,415-10.3% | $5,053-21.6% | $4,346-8.8% |
| Admin fee / account holder | $135 | $2,001-93.3% | $9,451-98.6% | $1,942-93.1% |