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.2 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $6,627 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $182,941 | $99,957+83.0% | $149,696+22.2% | $73,488+148.9% |
| Participation rate | 75.6% | 75.7%-0.1pp | 82.5%-6.9pp | 70.7%+4.9pp |
| Annual return | 12.81% | 53.87%-41.1pp | 276.60%-263.8pp | 28.51%-15.7pp |
| Employer contribution / active EE | $8,686 | $3,191+172.2% | $4,644+87.0% | $2,270+282.6% |
| Participant deferral / active EE | $5,905 | $6,073-2.8% | $6,842-13.7% | $3,740+57.9% |
| Admin fee / account holder | $155 | $551-71.9% | $9,309-98.3% | $513-69.8% |