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.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,938 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,807 | $86,655-88.7% | $119,609-91.8% | $66,914-85.3% |
| Participation rate | 73.2% | 75.6%-2.3pp | 79.3%-6.0pp | 69.8%+3.4pp |
| Annual return | -16.19% | -8.00%-8.2pp | -14.97%-1.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,016 | $2,536-59.9% | $4,232-76.0% | $2,544-60.0% |
| Participant deferral / active EE | $2,710 | $4,358-37.8% | $5,602-51.6% | $4,237-36.0% |
| Admin fee / account holder | $62 | $755-91.8% | $10,323-99.4% | $593-89.5% |