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+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $18,229 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $26,730 | $107,378-75.1% | $108,579-75.4% | $57,658-53.6% |
| Participation rate | 99.6% | 77.1%+22.5pp | 79.6%+20.1pp | 70.2%+29.4pp |
| Annual return | 8.05% | 12.80%-4.7pp | -51.70%+59.7pp | 5.13%+2.9pp |
| Employer contribution / active EE | $2,304 | $1,782+29.3% | $3,758-38.7% | $1,974+16.8% |
| Participant deferral / active EE | $3,102 | $3,221-3.7% | $4,311-28.1% | $3,061+1.3% |
| Admin fee / account holder | $51 | $108-52.6% | $7,645-99.3% | $95-45.6% |