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 |
|---|---|---|
Service code 27 | Advisory (Plan) | $72,758 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $20,675 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $158,265 | $101,317+56.2% | $146,958+7.7% | $74,495+112.5% |
| Participation rate | 93.2% | 75.5%+17.7pp | 82.2%+11.0pp | 67.2%+26.0pp |
| Annual return | 16.40% | 8730.91%-8714.5pp | 418.34%-401.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $10,835 | $3,810+184.4% | $4,933+119.6% | $2,623+313.1% |
| Participant deferral / active EE | $18,386 | $7,303+151.8% | $8,070+127.8% | $4,346+323.1% |
| Admin fee / account holder | $688 | $1,739-60.4% | $12,998-94.7% | $1,942-64.6% |