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 7-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 | $8,000 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,297 | $99,957-80.7% | $149,696-87.1% | $73,488-73.7% |
| Participation rate | 50.8% | 75.7%-24.9pp | 82.5%-31.7pp | 70.7%-19.9pp |
| Annual return | 78.06% | 53.87%+24.2pp | 276.60%-198.5pp | 28.51%+49.5pp |
| Employer contribution / active EE | $1,441 | $3,191-54.8% | $4,644-69.0% | $2,270-36.5% |
| Participant deferral / active EE | $3,274 | $6,073-46.1% | $6,842-52.1% | $3,740-12.4% |
| Admin fee / account holder | $119 | $551-78.3% | $9,309-98.7% | $513-76.8% |