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.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,180 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $10,128 | $81,474-87.6% | $133,956-92.4% | $73,488-86.2% |
| Participation rate | 72.0% | 76.4%-4.4pp | 79.8%-7.9pp | 70.7%+1.3pp |
| Annual return | 13.72% | 19.40%-5.7pp | 45.09%-31.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $250 | $2,209-88.7% | $3,919-93.6% | $2,270-89.0% |
| Participant deferral / active EE | $1,981 | $3,786-47.7% | $5,048-60.8% | $3,740-47.0% |
| Admin fee / account holder | $72 | $713-89.9% | $8,927-99.2% | $513-86.0% |