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 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,813 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,004 | $65,061-64.6% | $143,757-84.0% | $66,914-65.6% |
| Participation rate | 52.2% | 65.2%-13.0pp | 80.3%-28.2pp | 69.8%-17.7pp |
| Annual return | -16.15% | -11.14%-5.0pp | -0.04%-16.1pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,368 | $2,361-42.0% | $4,951-72.4% | $2,544-46.2% |
| Participant deferral / active EE | $1,958 | $2,919-32.9% | $5,637-65.3% | $4,237-53.8% |
| Admin fee / account holder | $57 | $502-88.6% | $14,673-99.6% | $593-90.4% |