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 Filed as: PAYCHEX SECURITIES CORP. Service code 13 · EIN 16-1486352 | Contract Administrator | $28,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,721 | $89,355+0.4% | $141,162-36.4% | $72,985+22.9% |
| Participation rate | 30.5% | 75.1%-44.6pp | 82.5%-52.0pp | 69.5%-39.0pp |
| Annual return | 21.90% | 111.85%-90.0pp | 71.39%-49.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,576 | $3,114-49.4% | $4,735-66.7% | $2,440-35.4% |
| Participant deferral / active EE | $2,890 | $5,418-46.7% | $6,709-56.9% | $3,607-19.9% |
| Admin fee / account holder | $652 | $5,958-89.1% | $10,261-93.6% | $5,124-87.3% |