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 15 | Recordkeeping | $27,721 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,227 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,455 | $73,638-36.9% | $95,952-51.6% | $73,488-36.8% |
| Participation rate | 96.1% | 76.2%+19.9pp | 77.1%+19.0pp | 70.7%+25.4pp |
| Annual return | 12.72% | 16.78%-4.1pp | 91.61%-78.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $1,292 | $1,863-30.7% | $2,541-49.2% | $2,270-43.1% |
| Participant deferral / active EE | $3,287 | $3,617-9.1% | $4,167-21.1% | $3,740-12.1% |
| Admin fee / account holder | $317 | $482-34.3% | $6,795-95.3% | $513-38.2% |