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 |
|---|---|---|
Service code 27 | Advisory (Plan) | $9,671 |
PAYCHEX, INC.10+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,073 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,574 | $29,546-91.3% | $56,441-95.4% | $77,671-96.7% |
| Participation rate | 65.5% | 32.7%+32.8pp | 52.5%+13.0pp | 70.6%-5.1pp |
| Annual return | 6.28% | 19.01%-12.7pp | 1704.21%-1697.9pp | 31.21%-24.9pp |
| Employer contribution / active EE | $143 | $568-74.8% | $1,039-86.2% | $2,726-94.7% |
| Participant deferral / active EE | $899 | $1,061-15.2% | $1,953-53.9% | $4,648-80.6% |
| Admin fee / account holder | $19 | $1,046-98.1% | $2,829-99.3% | $430-95.5% |