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.6 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $15,151 |
401K GENERATION6 years Service code 13 · EIN 26-4477125 195 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Contract Administrator | $14,569 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,866 | $76,050-27.9% | $96,544-43.2% | $71,457-23.2% |
| Participation rate | 61.1% | 74.4%-13.3pp | 76.0%-14.8pp | 67.9%-6.8pp |
| Annual return | 14.98% | 22.81%-7.8pp | 25.84%-10.9pp | 28.85%-13.9pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,313 | $4,215-45.1% | $4,851-52.3% | $4,289-46.1% |
| Admin fee / account holder | $267 | $2,707-90.1% | $8,252-96.8% | $1,587-83.2% |