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.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $444 |
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 | $59,828 | $57,108+4.8% | $94,224-36.5% | $52,331+14.3% |
| Participation rate | 81.8% | 72.9%+8.9pp | 78.8%+3.0pp | 68.1%+13.7pp |
| Annual return | -1.45% | 1.47%-2.9pp | 10.68%-12.1pp | 4.54%-6.0pp |
| Employer contribution / active EE | $1,401 | $1,735-19.3% | $3,587-60.9% | $1,882-25.5% |
| Participant deferral / active EE | $1,995 | $3,040-34.4% | $4,320-53.8% | $3,022-34.0% |
| Admin fee / account holder | $150 | $546-72.6% | $6,269-97.6% | $592-74.7% |