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 | $130,224-35.1% | $197,124-57.1% | $79,634+6.2% |
| Participation rate | 92.9% | 87.8%+5.1pp | 86.7%+6.2pp | 62.5%+30.4pp |
| Annual return | 18.03% | 23.65%-5.6pp | 44.34%-26.3pp | 36.46%-18.4pp |
| Employer contribution / active EE | $3,448 | $4,314-20.1% | $6,227-44.6% | $2,529+36.3% |
| Participant deferral / active EE | $8,925 | $7,378+21.0% | $9,135-2.3% | $3,835+132.8% |
| Admin fee / account holder | $44 | $254-82.7% | $16,298-99.7% | $1,002-95.6% |