Filed March 27, 2025
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 | $541 |
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 | $28,965 | $48,313-40.0% | $73,307-60.5% | $52,331-44.7% |
| Participation rate | 83.8% | 68.6%+15.3pp | 74.9%+8.9pp | 68.1%+15.7pp |
| Annual return | 11.71% | 3.85%+7.9pp | 5.67%+6.0pp | 4.54%+7.2pp |
| Employer contribution / active EE | $1,415 | $1,661-14.8% | $3,237-56.3% | $1,882-24.8% |
| Participant deferral / active EE | $2,366 | $4,189-43.5% | $4,991-52.6% | $3,022-21.7% |
| Admin fee / account holder | $3 | $404-99.3% | $5,637-100.0% | $592-99.6% |