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 |
|---|---|---|
Service code 15 | Recordkeeping | $25,308 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,092 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,760 | $91,407-46.7% | $135,903-64.1% | $71,457-31.8% |
| Participation rate | 95.0% | 75.7%+19.3pp | 81.9%+13.1pp | 67.9%+27.1pp |
| Annual return | 21.07% | 29.90%-8.8pp | 68.23%-47.2pp | 28.85%-7.8pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $9,031 | $7,092+27.3% | $7,758+16.4% | $4,289+110.6% |
| Admin fee / account holder | $228 | $1,266-82.0% | $10,762-97.9% | $1,587-85.6% |