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.2+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $12,314 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,941 | $67,606+0.5% | $82,313-17.5% | $70,131-3.1% |
| Participation rate | 93.1% | 72.8%+20.3pp | 76.9%+16.2pp | 69.5%+23.6pp |
| Annual return | 20.37% | 21.57%-1.2pp | 25.88%-5.5pp | 73.14%-52.8pp |
| Employer contribution / active EE | $1,634 | $1,755-6.9% | $2,428-32.7% | $2,342-30.3% |
| Participant deferral / active EE | $3,278 | $2,987+9.8% | $3,706-11.5% | $3,332-1.6% |
| Admin fee / account holder | $174 | $4,512-96.1% | $5,608-96.9% | $4,645-96.3% |