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 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $19,349 |
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 | $85,202 | $102,317-16.7% | $146,958-42.0% | $80,856+5.4% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.2%+5.9pp | 67.6%+20.5pp |
| Annual return | 12.14% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $893 | $3,713-76.0% | $4,933-81.9% | $2,755-67.6% |
| Participant deferral / active EE | $4,401 | $6,644-33.8% | $8,070-45.5% | $4,296+2.5% |
| Admin fee / account holder | $249 | $7,941-96.9% | $12,998-98.1% | $6,918-96.4% |