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 8-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.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,672 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $36,206 | $106,028-65.9% | $146,958-75.4% | $77,643-53.4% |
| Participation rate | 57.2% | 78.4%-21.2pp | 82.2%-25.0pp | 70.6%-13.4pp |
| Annual return | 15.45% | 56.73%-41.3pp | 418.34%-402.9pp | 31.24%-15.8pp |
| Employer contribution / active EE | $1,841 | $4,063-54.7% | $4,933-62.7% | $2,726-32.5% |
| Participant deferral / active EE | $5,530 | $7,990-30.8% | $8,070-31.5% | $4,647+19.0% |
| Admin fee / account holder | $78 | $337-76.9% | $12,998-99.4% | $430-81.9% |