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 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,827 | $50,815-68.9% | $155,509-89.8% | $77,643-79.6% |
| Participation rate | 42.4% | 63.1%-20.7pp | 78.2%-35.8pp | 70.6%-28.2pp |
| Annual return | 17.00% | 34.80%-17.8pp | 64.67%-47.7pp | 31.24%-14.2pp |
| Employer contribution / active EE | $1,140 | $1,993-42.8% | $4,672-75.6% | $2,726-58.2% |
| Participant deferral / active EE | $2,124 | $2,822-24.7% | $5,626-62.2% | $4,647-54.3% |
| Admin fee / account holder | $70 | $437-84.0% | $15,912-99.6% | $430-83.8% |