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.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $18,772 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $29,928 | $101,317-70.5% | $146,958-79.6% | $74,495-59.8% |
| Participation rate | 97.9% | 75.5%+22.3pp | 82.2%+15.7pp | 67.2%+30.7pp |
| Annual return | 12.05% | 8730.91%-8718.9pp | 418.34%-406.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,642 | $3,810-56.9% | $4,933-66.7% | $2,623-37.4% |
| Participant deferral / active EE | $4,481 | $7,303-38.6% | $8,070-44.5% | $4,346+3.1% |
| Admin fee / account holder | $110 | $1,739-93.6% | $12,998-99.2% | $1,942-94.3% |