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.1 year Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $6,474 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,726 | $51,466-61.7% | $78,778-75.0% | $62,292-68.3% |
| Participation rate | 93.7% | 59.8%+33.9pp | 69.2%+24.5pp | 69.5%+24.2pp |
| Annual return | 19.23% | 19.96%-0.7pp | 35.62%-16.4pp | 28.90%-9.7pp |
| Employer contribution / active EE | $1,168 | $827+41.2% | $1,986-41.2% | $2,042-42.8% |
| Participant deferral / active EE | $2,741 | $2,147+27.7% | $2,958-7.3% | $3,169-13.5% |
| Admin fee / account holder | $27 | $489-94.5% | $5,134-99.5% | $479-94.4% |