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.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,394 |
Filed as: VOYA FINANCIAL Service code 15 699 WALNUT STREET, STE 1350 · DES MOINES, IA 50309 | Recordkeeping | $8,962 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,160 | $65,041-62.9% | $90,951-73.4% | $79,858-69.7% |
| Participation rate | 66.3% | 61.6%+4.7pp | 69.0%-2.7pp | 69.6%-3.3pp |
| Annual return | 13.37% | 30.45%-17.1pp | 134.60%-121.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,142 | $1,247-8.4% | $2,122-46.2% | $2,471-53.8% |
| Participant deferral / active EE | $2,076 | $2,512-17.3% | $3,373-38.4% | $3,740-44.5% |
| Admin fee / account holder | $224 | $4,536-95.1% | $5,959-96.2% | $5,306-95.8% |