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 Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $8,477 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,740 | $52,639-68.2% | $185,117-91.0% | $62,292-73.1% |
| Participation rate | 95.1% | 63.9%+31.2pp | 77.3%+17.8pp | 69.5%+25.6pp |
| Annual return | 17.73% | 19.57%-1.8pp | 40.50%-22.8pp | 28.90%-11.2pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,108 | $3,097+32.6% | $5,045-18.6% | $3,169+29.6% |
| Admin fee / account holder | $70 | $374-81.3% | $8,159-99.1% | $479-85.4% |