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 | $59,508 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $20,381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,315 | $61,272+34.3% | $149,673-45.0% | $71,457+15.2% |
| Participation rate | 48.9% | 62.5%-13.6pp | 78.8%-29.9pp | 67.9%-19.0pp |
| Annual return | 21.42% | 35.85%-14.4pp | 134.42%-113.0pp | 28.85%-7.4pp |
| Employer contribution / active EE | $2,163 | $2,378-9.1% | $4,818-55.1% | $2,588-16.4% |
| Participant deferral / active EE | $2,168 | $2,917-25.7% | $5,680-61.8% | $4,289-49.4% |
| Admin fee / account holder | $667 | $1,261-47.1% | $13,210-94.9% | $1,587-58.0% |