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 | $5,120 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,997 | $81,900-17.0% | $119,609-43.2% | $68,494-0.7% |
| Participation rate | 86.7% | 71.9%+14.8pp | 79.3%+7.4pp | 67.9%+18.8pp |
| Annual return | -17.33% | -23.82%+6.5pp | -14.97%-2.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,601 | $2,693+33.7% | $4,232-14.9% | $2,596+38.7% |
| Participant deferral / active EE | $8,643 | $4,148+108.4% | $5,602+54.3% | $4,027+114.6% |
| Admin fee / account holder | $56 | $6,582-99.1% | $10,323-99.5% | $5,403-99.0% |