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.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,036 |
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 | $1,664 | $41,078-95.9% | $80,569-97.9% | $71,457-97.7% |
| Participation rate | 73.8% | 50.2%+23.6pp | 67.0%+6.8pp | 67.9%+5.9pp |
| Annual return | 16.24% | 38.45%-22.2pp | 935.43%-919.2pp | 28.85%-12.6pp |
| Employer contribution / active EE | $733 | $1,506-51.3% | $2,723-73.1% | $2,588-71.7% |
| Participant deferral / active EE | $1,508 | $2,699-44.1% | $4,447-66.1% | $4,289-64.8% |
| Admin fee / account holder | $20 | $1,840-98.9% | $5,377-99.6% | $1,587-98.8% |