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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.
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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $4,268 |
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.
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 | $34,398 | $75,828-54.6% | $147,614-76.7% | $59,632-42.3% |
| Participation rate | 32.5% | 71.6%-39.1pp | 84.6%-52.1pp | 68.7%-36.2pp |
| Annual return | 0.09% | 0.37%-0.3pp | 61.98%-61.9pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $40 | $3,485-98.8% | $5,564-99.3% | $2,203-98.2% |
| Participant deferral / active EE | $923 | $3,130-70.5% | $4,895-81.1% | $3,192-71.1% |
| Admin fee / account holder | $235 | $5,985-96.1% | $11,611-98.0% | $4,297-94.5% |