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.5 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $28,946 |
Service code 13 · EIN 34-1542819 ATTN TREASURY-13J · ST. PETERSBURG, FL 33716 | Contract Administrator | $27,743 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $5,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,924 | $50,127-50.3% | $149,673-83.3% | $80,160-68.9% |
| Participation rate | 57.9% | 64.3%-6.4pp | 78.8%-20.8pp | 72.9%-15.0pp |
| Annual return | 20.90% | 29.82%-8.9pp | 134.42%-113.5pp | 40.38%-19.5pp |
| Employer contribution / active EE | $436 | $1,865-76.6% | $4,818-90.9% | $2,978-85.4% |
| Participant deferral / active EE | $3,373 | $3,194+5.6% | $5,680-40.6% | $5,017-32.8% |
| Admin fee / account holder | $83 | $153-45.7% | $13,210-99.4% | $145-42.8% |