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 year Filed as: PAYCHEX RETIREMENT SERVICES Service code 15 · EIN 16-1124166 | Recordkeeping | $13,512 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,611 | $59,328+29.1% | $118,925-35.6% | $73,488+4.2% |
| Participation rate | 100.0% | 62.3%+37.7pp | 75.4%+24.6pp | 70.7%+29.3pp |
| Annual return | 24.68% | 19.13%+5.6pp | 35.88%-11.2pp | 28.51%-3.8pp |
| Employer contribution / active EE | $2,547 | $1,803+41.2% | $3,263-21.9% | $2,270+12.2% |
| Participant deferral / active EE | $4,148 | $2,604+59.3% | $4,265-2.7% | $3,740+10.9% |
| Admin fee / account holder | $97 | $600-83.8% | $6,581-98.5% | $513-81.0% |