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 27 | Advisory (Plan) | $33,981 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $18,155 |
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 | $69,693 | $87,013-19.9% | $106,213-34.4% | $80,856-13.8% |
| Participation rate | 94.3% | 70.4%+23.8pp | 75.3%+19.0pp | 67.6%+26.6pp |
| Annual return | 13.63% | 17.05%-3.4pp | 116.14%-102.5pp | 35.59%-22.0pp |
| Employer contribution / active EE | $4,746 | $2,395+98.1% | $3,171+49.6% | $2,755+72.3% |
| Participant deferral / active EE | $4,879 | $3,986+22.4% | $5,016-2.7% | $4,296+13.6% |
| Admin fee / account holder | $422 | $8,431-95.0% | $11,033-96.2% | $6,918-93.9% |