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 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,954 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,415 | $44,873-63.4% | $79,464-79.3% | $56,287-70.8% |
| Participation rate | 85.2% | 68.7%+16.5pp | 73.3%+11.9pp | 69.9%+15.4pp |
| Annual return | -5.06% | 0.81%-5.9pp | 718.14%-723.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $3 | $2,140-99.9% | $2,800-99.9% | $2,111-99.9% |
| Participant deferral / active EE | $1,677 | $2,746-38.9% | $3,704-54.7% | $3,350-49.9% |
| Admin fee / account holder | $210 | $418-49.8% | $5,113-95.9% | $521-59.7% |