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.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,053 |
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 | $55,128 | $99,016-44.3% | $93,789-41.2% | $66,914-17.6% |
| Participation rate | 63.8% | 82.1%-18.3pp | 81.0%-17.1pp | 69.8%-6.0pp |
| Annual return | -15.81% | -14.59%-1.2pp | -11.33%-4.5pp | 1.58%-17.4pp |
| Employer contribution / active EE | $2,926 | $4,769-38.6% | $4,323-32.3% | $2,544+15.0% |
| Participant deferral / active EE | $8,065 | $6,689+20.6% | $6,094+32.3% | $4,237+90.3% |
| Admin fee / account holder | $108 | $477-77.3% | $7,195-98.5% | $593-81.7% |