See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,911 |
LEVELIZED COMPENSATION ADVISOR1+ years Service code 15 | Recordkeeping | $7,214 |
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 | $123,344 | $52,953+132.9% | $172,739-28.6% | $65,185+89.2% |
| Participation rate | 87.0% | 66.2%+20.8pp | 82.6%+4.4pp | 70.2%+16.8pp |
| Annual return | 21.51% | 30.12%-8.6pp | 802.84%-781.3pp | 29.38%-7.9pp |
| Employer contribution / active EE | $3,296 | $2,190+50.5% | $5,143-35.9% | $2,177+51.4% |
| Participant deferral / active EE | $3,768 | $2,471+52.5% | $5,198-27.5% | $3,514+7.2% |
| Admin fee / account holder | $239 | $472-49.3% | $13,954-98.3% | $847-71.8% |