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 9-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 | $14,932 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,336 | $65,118+12.6% | $76,768-4.5% | $55,725+31.6% |
| Participation rate | 77.1% | 79.6%-2.5pp | 77.0%+0.2pp | 70.9%+6.3pp |
| Annual return | -2.87% | -1.27%-1.6pp | 2.43%-5.3pp | 244.93%-247.8pp |
| Employer contribution / active EE | $777 | $1,941-59.9% | $2,485-68.7% | $2,078-62.6% |
| Participant deferral / active EE | $2,990 | $3,688-18.9% | $3,852-22.4% | $3,356-10.9% |
| Admin fee / account holder | $101 | $116-12.6% | $6,675-98.5% | $115-12.0% |