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.2+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $22,340 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $32,770 | $71,192-54.0% | $117,854-72.2% | $62,292-47.4% |
| Participation rate | 97.3% | 74.2%+23.0pp | 79.7%+17.6pp | 69.5%+27.7pp |
| Annual return | 12.17% | 18.66%-6.5pp | 335.08%-322.9pp | 28.90%-16.7pp |
| Employer contribution / active EE | $911 | $1,934-52.9% | $3,786-75.9% | $2,042-55.4% |
| Participant deferral / active EE | $3,884 | $3,189+21.8% | $4,482-13.3% | $3,169+22.6% |
| Admin fee / account holder | $131 | $587-77.7% | $8,020-98.4% | $479-72.6% |