Filed April 29, 2026
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 5-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.1 year Filed as: PAYCHEX INC Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,049 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,387 | $79,523-73.1% | $140,016-84.7% | $56,287-62.0% |
| Participation rate | 96.0% | 85.7%+10.3pp | 87.5%+8.5pp | 69.9%+26.1pp |
| Annual return | 17.40% | 2.39%+15.0pp | 651.12%-633.7pp | -9.96%+27.4pp |
| Employer contribution / active EE | $2,239 | $3,350-33.2% | $5,606-60.1% | $2,111+6.1% |
| Participant deferral / active EE | $7,644 | $5,129+49.0% | $6,927+10.4% | $3,350+128.2% |
| Admin fee / account holder | $33 | $614-94.7% | $10,705-99.7% | $521-93.7% |