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+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $361 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,040 | $43,550-44.8% | $63,517-62.2% | $52,331-54.1% |
| Participation rate | 73.7% | 65.7%+8.0pp | 71.0%+2.7pp | 68.1%+5.6pp |
| Annual return | -1.35% | 2.03%-3.4pp | -70.30%+68.9pp | 4.54%-5.9pp |
| Employer contribution / active EE | $352 | $1,351-74.0% | $2,322-84.8% | $1,882-81.3% |
| Participant deferral / active EE | $1,381 | $2,254-38.7% | $2,953-53.2% | $3,022-54.3% |
| Admin fee / account holder | $5 | $387-98.6% | $5,892-99.9% | $592-99.1% |