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 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,339 | $118,971-53.5% | $112,977-51.0% | $73,488-24.7% |
| Participation rate | 50.5% | 83.3%-32.8pp | 82.6%-32.0pp | 70.7%-20.1pp |
| Annual return | 14.70% | 17.79%-3.1pp | 24.24%-9.5pp | 28.51%-13.8pp |
| Employer contribution / active EE | $2,278 | $4,091-44.3% | $4,255-46.5% | $2,270+0.3% |
| Participant deferral / active EE | $5,884 | $6,133-4.0% | $5,836+0.8% | $3,740+57.4% |
| Admin fee / account holder | $92 | $573-83.9% | $6,294-98.5% | $513-82.0% |