See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL SOUTH · ROCHESTER, NY 14625 | Recordkeeping | $6,215 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,312 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,410 | $61,058-73.1% | $71,209-77.0% | $85,563-80.8% |
| Participation rate | 23.4% | 58.6%-35.1pp | 73.8%-50.3pp | 66.0%-42.5pp |
| Annual return | -39.29% | 100.41%-139.7pp | 282.51%-321.8pp | 31.51%-70.8pp |
| Employer contribution / active EE | $120 | $2,199-94.5% | $2,721-95.6% | $2,654-95.5% |
| Participant deferral / active EE | $1,019 | $3,173-67.9% | $4,175-75.6% | $4,375-76.7% |
| Admin fee / account holder | $75 | $855-91.3% | $5,349-98.6% | $834-91.0% |