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 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $11,528 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,634 | $60,165-40.8% | $74,183-52.0% | $55,167-35.4% |
| Participation rate | 83.4% | 74.2%+9.3pp | 76.6%+6.8pp | 69.0%+14.4pp |
| Annual return | 4.60% | 10.00%-5.4pp | 17.74%-13.1pp | 169.23%-164.6pp |
| Employer contribution / active EE | $755 | $1,600-52.8% | $2,370-68.1% | $1,963-61.5% |
| Participant deferral / active EE | $1,290 | $2,973-56.6% | $3,550-63.7% | $3,054-57.8% |
| Admin fee / account holder | $169 | $419-59.8% | $5,586-97.0% | $504-66.6% |