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 3-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 | $14,054 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,548 | $131,799-35.9% | $200,582-57.8% | $85,563-1.2% |
| Participation rate | 92.9% | 87.9%+5.0pp | 86.9%+6.0pp | 66.0%+26.9pp |
| Annual return | 18.03% | 21.59%-3.6pp | 42.33%-24.3pp | 31.51%-13.5pp |
| Employer contribution / active EE | $3,448 | $4,532-23.9% | $6,419-46.3% | $2,654+29.9% |
| Participant deferral / active EE | $8,925 | $7,702+15.9% | $9,331-4.4% | $4,375+104.0% |
| Admin fee / account holder | $44 | $235-81.3% | $16,305-99.7% | $834-94.7% |