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.3+ years Service code 13 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Contract Administrator | $7,104 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,752 | $65,592-63.8% | $90,160-73.7% | $69,631-65.9% |
| Participation rate | 93.5% | 77.6%+15.8pp | 76.9%+16.6pp | 70.7%+22.8pp |
| Annual return | 20.80% | 57.10%-36.3pp | 34.88%-14.1pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $1,696 | $2,193-22.6% | $3,318-48.9% | $2,032-16.5% |
| Participant deferral / active EE | $2,495 | $5,257-52.5% | $5,288-52.8% | $3,224-22.6% |
| Admin fee / account holder | $20 | $86-77.2% | $5,943-99.7% | $110-82.3% |