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 7-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.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,747 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,433 | $34,677-95.9% | $77,024-98.1% | $64,808-97.8% |
| Participation rate | 84.5% | 49.8%+34.6pp | 67.9%+16.6pp | 71.5%+13.0pp |
| Annual return | -16.44% | -5.33%-11.1pp | 42.32%-58.8pp | 32.82%-49.3pp |
| Employer contribution / active EE | $522 | $1,370-61.9% | $2,812-81.4% | $2,506-79.2% |
| Participant deferral / active EE | $1,038 | $2,556-59.4% | $4,426-76.6% | $4,310-75.9% |
| Admin fee / account holder | $13 | $179-92.7% | $5,425-99.8% | $188-93.0% |