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 8-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 | $15,690 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,950 | $91,407-72.7% | $135,903-81.6% | $71,457-65.1% |
| Participation rate | 92.3% | 75.7%+16.7pp | 81.9%+10.4pp | 67.9%+24.4pp |
| Annual return | 16.71% | 29.90%-13.2pp | 68.23%-51.5pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,790 | $3,703-51.7% | $4,856-63.1% | $2,588-30.8% |
| Participant deferral / active EE | $5,179 | $7,092-27.0% | $7,758-33.2% | $4,289+20.8% |
| Admin fee / account holder | $80 | $1,266-93.7% | $10,762-99.3% | $1,587-95.0% |