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.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,281 |
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 | $64,772 | $133,040-51.3% | $119,258-45.7% | $79,386-18.4% |
| Participation rate | 56.1% | 80.9%-24.7pp | 82.7%-26.6pp | 70.7%-14.6pp |
| Annual return | 23.11% | 20.05%+3.1pp | 30.69%-7.6pp | 116.85%-93.7pp |
| Employer contribution / active EE | $2,564 | $4,390-41.6% | $4,384-41.5% | $2,427+5.6% |
| Participant deferral / active EE | $7,034 | $6,448+9.1% | $6,111+15.1% | $4,046+73.9% |
| Admin fee / account holder | $90 | $686-86.9% | $7,226-98.8% | $626-85.6% |