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+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $6,799 |
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 | $10,745 | $39,458-72.8% | $60,547-82.3% | $55,191-80.5% |
| Participation rate | 87.8% | 59.6%+28.2pp | 68.0%+19.8pp | 69.2%+18.6pp |
| Annual return | 3.40% | 3.35%0pp | 335.64%-332.2pp | 10.78%-7.4pp |
| Employer contribution / active EE | $588 | $1,210-51.4% | $2,419-75.7% | $1,899-69.0% |
| Participant deferral / active EE | $2,383 | $2,140+11.3% | $3,328-28.4% | $3,046-21.8% |
| Admin fee / account holder | $51 | $95-46.4% | $4,536-98.9% | $91-43.8% |