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.2+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $6,259 |
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 | $6,526 | $57,921-88.7% | $84,750-92.3% | $57,658-88.7% |
| Participation rate | 89.2% | 72.9%+16.3pp | 76.6%+12.6pp | 70.2%+19.0pp |
| Annual return | 11.54% | 10.24%+1.3pp | 22.78%-11.2pp | 5.13%+6.4pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,329 | $2,742-15.1% | $3,712-37.2% | $3,061-23.9% |
| Admin fee / account holder | $23 | $130-82.1% | $5,332-99.6% | $95-75.4% |