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 Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,734 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,439 | $42,894+22.3% | $60,874-13.9% | $68,494-23.4% |
| Participation rate | 71.9% | 66.8%+5.1pp | 73.1%-1.2pp | 67.9%+4.0pp |
| Annual return | -11.06% | -13.98%+2.9pp | 16.90%-28.0pp | -7.84%-3.2pp |
| Employer contribution / active EE | $3,094 | $1,978+56.4% | $2,701+14.5% | $2,596+19.2% |
| Participant deferral / active EE | $4,315 | $2,867+50.5% | $3,817+13.0% | $4,027+7.1% |
| Admin fee / account holder | $106 | $3,101-96.6% | $3,224-96.7% | $5,403-98.0% |