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 | $21,508 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,742 | $84,487-70.7% | $125,339-80.3% | $66,914-63.0% |
| Participation rate | 54.9% | 76.4%-21.5pp | 82.4%-27.5pp | 69.8%-14.9pp |
| Annual return | -18.85% | -8.39%-10.5pp | 572.05%-590.9pp | 1.58%-20.4pp |
| Employer contribution / active EE | $2,044 | $3,553-42.5% | $4,814-57.5% | $2,544-19.7% |
| Participant deferral / active EE | $4,675 | $6,781-31.1% | $7,446-37.2% | $4,237+10.4% |
| Admin fee / account holder | $209 | $685-69.4% | $10,010-97.9% | $593-64.7% |