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.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $28,698 |
Service code 15 · EIN 59-1199408 ATTN TREASURY-13J · ST. PETERSBURG, FL 33716 | Recordkeeping | $26,806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,427 | $46,292-51.6% | $143,757-84.4% | $64,808-65.4% |
| Participation rate | 57.4% | 64.2%-6.8pp | 80.3%-22.9pp | 71.5%-14.0pp |
| Annual return | -13.43% | -10.05%-3.4pp | -0.04%-13.4pp | 32.82%-46.2pp |
| Employer contribution / active EE | $395 | $1,910-79.3% | $4,951-92.0% | $2,506-84.2% |
| Participant deferral / active EE | $3,054 | $2,646+15.4% | $5,637-45.8% | $4,310-29.2% |
| Admin fee / account holder | $99 | $154-35.4% | $14,673-99.3% | $188-47.1% |