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 year Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $7,504 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,011 | $28,416+19.7% | $73,545-53.8% | $69,631-51.2% |
| Participation rate | 19.7% | 38.3%-18.7pp | 54.9%-35.3pp | 70.7%-51.0pp |
| Annual return | 4.99% | -694.13%+699.1pp | -15.16%+20.2pp | 27571.02%-27566.0pp |
| Employer contribution / active EE | $190 | $430-55.8% | $1,219-84.4% | $2,032-90.6% |
| Participant deferral / active EE | $296 | $897-67.0% | $1,806-83.6% | $3,224-90.8% |
| Admin fee / account holder | $228 | $104+118.3% | $2,320-90.2% | $110+106.3% |