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 9-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.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $2,002 |
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 | $61,105 | $72,177-15.3% | $115,037-46.9% | $59,632+2.5% |
| Participation rate | 74.0% | 72.6%+1.4pp | 81.4%-7.4pp | 68.7%+5.3pp |
| Annual return | 0.71% | 12.02%-11.3pp | 26.14%-25.4pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $2,997 | $2,841+5.5% | $4,608-34.9% | $2,203+36.1% |
| Participant deferral / active EE | $5,891 | $4,783+23.2% | $6,026-2.3% | $3,192+84.6% |
| Admin fee / account holder | $32 | $4,927-99.4% | $8,175-99.6% | $4,297-99.3% |