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 | $14,864 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,080 | $77,314+29.4% | $177,989-43.8% | $80,856+23.8% |
| Participation rate | 98.8% | 65.7%+33.1pp | 77.1%+21.7pp | 67.6%+31.1pp |
| Annual return | 8.97% | 18.09%-9.1pp | 294.48%-285.5pp | 35.59%-26.6pp |
| Employer contribution / active EE | $2,403 | $2,292+4.8% | $3,949-39.1% | $2,755-12.8% |
| Participant deferral / active EE | $6,119 | $4,411+38.7% | $6,276-2.5% | $4,296+42.4% |
| Admin fee / account holder | $469 | $7,191-93.5% | $10,363-95.5% | $6,918-93.2% |