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 | $13,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,246 | $65,557-12.7% | $64,056-10.6% | $71,457-19.9% |
| Participation rate | 69.0% | 73.2%-4.2pp | 72.3%-3.3pp | 67.9%+1.1pp |
| Annual return | 11.60% | 18.94%-7.3pp | 33.69%-22.1pp | 28.85%-17.2pp |
| Employer contribution / active EE | $3,417 | $2,669+28.1% | $2,747+24.4% | $2,588+32.1% |
| Participant deferral / active EE | $4,992 | $3,626+37.7% | $3,880+28.7% | $4,289+16.4% |
| Admin fee / account holder | $122 | $616-80.1% | $3,068-96.0% | $1,587-92.3% |