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 · EIN 82-4032689 | Recordkeeping | $13,317 |
PAYCHEX, INC.1 year Filed as: PAYCHEX INC Service code 15 · EIN 16-1124166 | Recordkeeping | $7,522 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,989 | $84,487-53.9% | $125,339-68.9% | $66,914-41.7% |
| Participation rate | 62.2% | 76.4%-14.3pp | 82.4%-20.2pp | 69.8%-7.6pp |
| Annual return | -16.37% | -8.39%-8.0pp | 572.05%-588.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $899 | $3,553-74.7% | $4,814-81.3% | $2,544-64.7% |
| Participant deferral / active EE | $6,190 | $6,781-8.7% | $7,446-16.9% | $4,237+46.1% |
| Admin fee / account holder | $202 | $685-70.5% | $10,010-98.0% | $593-66.0% |