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 |
|---|---|---|
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $20,569 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,277 | $84,487-59.4% | $125,339-72.7% | $66,914-48.8% |
| Participation rate | 78.4% | 76.4%+2.0pp | 82.4%-3.9pp | 69.8%+8.6pp |
| Annual return | -11.33% | -8.39%-2.9pp | 572.05%-583.4pp | 1.58%-12.9pp |
| Employer contribution / active EE | $2,630 | $3,553-26.0% | $4,814-45.4% | $2,544+3.4% |
| Participant deferral / active EE | $7,944 | $6,781+17.2% | $7,446+6.7% | $4,237+87.5% |
| Admin fee / account holder | $113 | $685-83.5% | $10,010-98.9% | $593-81.0% |