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.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $19,988 |
Service code 27 | Advisory (Plan) | $18,739 |
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 | $61,080 | $79,171-22.9% | $102,423-40.4% | $74,495-18.0% |
| Participation rate | 89.0% | 74.8%+14.2pp | 76.5%+12.5pp | 67.2%+21.8pp |
| Annual return | 11.18% | 54.93%-43.8pp | 29.32%-18.1pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,666 | $2,362-29.5% | $3,023-44.9% | $2,623-36.5% |
| Participant deferral / active EE | $4,489 | $4,415+1.7% | $5,053-11.2% | $4,346+3.3% |
| Admin fee / account holder | $400 | $2,001-80.0% | $9,451-95.8% | $1,942-79.4% |