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 | $22,859 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $19,939 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,402 | $71,883-28.5% | $86,677-40.7% | $68,494-25.0% |
| Participation rate | 94.9% | 72.2%+22.7pp | 76.6%+18.3pp | 67.9%+27.0pp |
| Annual return | -16.80% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,557 | $2,173-28.3% | $2,836-45.1% | $2,596-40.0% |
| Participant deferral / active EE | $4,488 | $3,779+18.8% | $4,656-3.6% | $4,027+11.4% |
| Admin fee / account holder | $376 | $6,112-93.8% | $7,493-95.0% | $5,403-93.0% |