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 9-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 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,071 |
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 | $45,268 | $62,928-28.1% | $172,739-73.8% | $67,579-33.0% |
| Participation rate | 84.0% | 64.5%+19.6pp | 82.6%+1.4pp | 71.3%+12.7pp |
| Annual return | 21.09% | 30.36%-9.3pp | 802.84%-781.8pp | 378.56%-357.5pp |
| Employer contribution / active EE | $906 | $1,636-44.6% | $5,143-82.4% | $2,148-57.8% |
| Participant deferral / active EE | $2,278 | $2,145+6.2% | $5,198-56.2% | $3,539-35.6% |
| Admin fee / account holder | $34 | $167-79.6% | $13,954-99.8% | $142-76.1% |