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 |
|---|---|---|
Service code 27 | Advisory (Plan) | $12,627 |
PAYCHEX, INC.10+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,324 | $65,946-91.9% | $81,783-93.5% | $77,671-93.1% |
| Participation rate | 57.9% | 65.8%-7.9pp | 72.4%-14.4pp | 70.6%-12.7pp |
| Annual return | 15.23% | 26.65%-11.4pp | 775.05%-759.8pp | 31.21%-16.0pp |
| Employer contribution / active EE | $647 | $2,371-72.7% | $2,913-77.8% | $2,726-76.3% |
| Participant deferral / active EE | $890 | $3,507-74.6% | $4,320-79.4% | $4,648-80.8% |
| Admin fee / account holder | $46 | $527-91.2% | $7,380-99.4% | $430-89.3% |