Filed July 3, 2025
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 | $5,000 |
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 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 | $5,405 | $50,498-89.3% | $75,781-92.9% | $55,191-90.2% |
| Participation rate | 84.1% | 69.4%+14.6pp | 75.8%+8.3pp | 69.2%+14.9pp |
| Annual return | 2.06% | 1.80%+0.3pp | 9.68%-7.6pp | 10.78%-8.7pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,323-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,804 | $2,589-30.3% | $3,651-50.6% | $3,046-40.8% |
| Admin fee / account holder | $20 | $123-83.5% | $5,299-99.6% | $91-77.6% |