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 6-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 |
|---|---|---|
Service code 27 | Advisory (Plan) | $13,544 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,292 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,156 | $60,323-51.7% | $81,812-64.4% | $74,495-60.9% |
| Participation rate | 62.0% | 62.9%-0.9pp | 72.3%-10.4pp | 67.2%-5.2pp |
| Annual return | 11.32% | 16.90%-5.6pp | 773.79%-762.5pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,662 | $2,620-36.6% | $2,912-42.9% | $2,623-36.6% |
| Participant deferral / active EE | $2,610 | $3,387-23.0% | $4,319-39.6% | $4,346-39.9% |
| Admin fee / account holder | $228 | $1,486-84.7% | $7,386-96.9% | $1,942-88.3% |