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.3+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $18,429 |
Service code 15 | Recordkeeping | $13,265 |
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 | $61,847 | $64,909-4.7% | $82,313-24.9% | $62,292-0.7% |
| Participation rate | 78.5% | 74.9%+3.7pp | 76.9%+1.6pp | 69.5%+9.0pp |
| Annual return | 17.96% | 21.18%-3.2pp | 25.88%-7.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,316 | $1,676-21.5% | $2,428-45.8% | $2,042-35.6% |
| Participant deferral / active EE | $3,259 | $3,103+5.0% | $3,706-12.1% | $3,169+2.8% |
| Admin fee / account holder | $203 | $440-53.8% | $5,608-96.4% | $479-57.6% |