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 5-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 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,997 |
Service code 27 | Advisory (Plan) | $5,332 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,276 | $50,815-91.6% | $155,509-97.3% | $77,643-94.5% |
| Participation rate | 87.9% | 63.1%+24.8pp | 78.2%+9.7pp | 70.6%+17.3pp |
| Annual return | 13.21% | 34.80%-21.6pp | 64.67%-51.5pp | 31.24%-18.0pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,042 | $2,822-27.6% | $5,626-63.7% | $4,647-56.1% |
| Admin fee / account holder | $48 | $437-88.9% | $15,912-99.7% | $430-88.7% |