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.3+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $8,726 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $57,729 | $51,466+12.2% | $78,778-26.7% | $62,292-7.3% |
| Participation rate | 78.1% | 59.8%+18.3pp | 69.2%+8.9pp | 69.5%+8.6pp |
| Annual return | 18.03% | 19.96%-1.9pp | 35.62%-17.6pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,559 | $827+88.4% | $1,986-21.5% | $2,042-23.7% |
| Participant deferral / active EE | $2,064 | $2,147-3.9% | $2,958-30.2% | $3,169-34.9% |
| Admin fee / account holder | $181 | $489-63.0% | $5,134-96.5% | $479-62.2% |