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.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,799 |
Service code 27 | Advisory (Plan) | $13,198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,084 | $54,193-35.3% | $93,654-62.5% | $77,671-54.8% |
| Participation rate | 41.4% | 63.9%-22.5pp | 68.7%-27.3pp | 70.6%-29.1pp |
| Annual return | 12.83% | 30.54%-17.7pp | 133.34%-120.5pp | 31.21%-18.4pp |
| Employer contribution / active EE | $843 | $1,168-27.8% | $2,421-65.2% | $2,726-69.1% |
| Participant deferral / active EE | $1,446 | $3,144-54.0% | $4,413-67.2% | $4,648-68.9% |
| Admin fee / account holder | $217 | $576-62.2% | $8,282-97.4% | $430-49.5% |