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.4+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,930 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,604 | $42,548+11.9% | $74,550-36.1% | $56,287-15.4% |
| Participation rate | 85.4% | 60.5%+24.9pp | 69.1%+16.2pp | 69.9%+15.5pp |
| Annual return | -7.24% | 12.40%-19.6pp | 32.53%-39.8pp | -9.96%+2.7pp |
| Employer contribution / active EE | $825 | $855-3.6% | $1,961-57.9% | $2,111-60.9% |
| Participant deferral / active EE | $2,237 | $2,277-1.8% | $3,108-28.0% | $3,350-33.2% |
| Admin fee / account holder | $241 | $467-48.4% | $5,060-95.2% | $521-53.7% |