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.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,214 |
Service code 26 · EIN 93-0987232 PO BOX 71396 · CHICAGO, IL 60694 | Advisory (Participants) | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,651 | $58,208+11.1% | $81,812-21.0% | $80,856-20.0% |
| Participation rate | 97.8% | 63.4%+34.4pp | 72.3%+25.5pp | 67.6%+30.2pp |
| Annual return | 17.68% | 41.66%-24.0pp | 773.79%-756.1pp | 35.59%-17.9pp |
| Employer contribution / active EE | $4,115 | $2,340+75.9% | $2,912+41.3% | $2,755+49.4% |
| Participant deferral / active EE | $10,406 | $3,281+217.2% | $4,319+140.9% | $4,296+142.2% |
| Admin fee / account holder | $168 | $4,981-96.6% | $7,386-97.7% | $6,918-97.6% |