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 | $520 |
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 | $86,970 | $41,854+107.8% | $73,843+17.8% | $52,331+66.2% |
| Participation rate | 74.6% | 66.2%+8.3pp | 73.4%+1.1pp | 68.1%+6.5pp |
| Annual return | 2.89% | 2.11%+0.8pp | 2267.84%-2264.9pp | 4.54%-1.7pp |
| Employer contribution / active EE | $2,836 | $1,920+47.7% | $2,787+1.8% | $1,882+50.7% |
| Participant deferral / active EE | $7,684 | $2,498+207.6% | $3,583+114.5% | $3,022+154.3% |
| Admin fee / account holder | $261 | $493-47.0% | $4,880-94.6% | $592-55.9% |