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 |
|---|---|---|
Service code 15 | Recordkeeping | $9,008 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,242 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $56,175 | $89,652-37.3% | $141,162-60.2% | $65,185-13.8% |
| Participation rate | 70.5% | 74.7%-4.2pp | 82.5%-12.0pp | 70.2%+0.3pp |
| Annual return | 14.54% | 32.79%-18.3pp | 71.39%-56.8pp | 29.38%-14.8pp |
| Employer contribution / active EE | $2,433 | $3,065-20.6% | $4,735-48.6% | $2,177+11.8% |
| Participant deferral / active EE | $4,918 | $5,691-13.6% | $6,709-26.7% | $3,514+40.0% |
| Admin fee / account holder | $198 | $569-65.3% | $10,261-98.1% | $847-76.7% |