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.4+ years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $24,945 |
COMPASS 360, LLC1 year Filed as: COMPASS CORPORATE RETIREMENT S Service code 13 3091 COLLEGE PARK DR #240-31 · THE WOODLANDS, TX 77384 | Contract Administrator | $24,557 |
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 | $12,246 | $56,443-78.3% | $83,848-85.4% | $55,725-78.0% |
| Participation rate | 81.3% | 72.0%+9.3pp | 76.1%+5.2pp | 70.9%+10.5pp |
| Annual return | -3.05% | 393.67%-396.7pp | 850.88%-853.9pp | 244.93%-248.0pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $3,631-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,504 | $2,965-15.5% | $4,082-38.6% | $3,356-25.4% |
| Admin fee / account holder | $75 | $156-51.7% | $5,478-98.6% | $115-34.5% |