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 10-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.5+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,477 |
Filed as: EXCEL WEALTH MANAGEMENT LLC Service code 15 2139 SILAS DEAN HWY · ROCKY HILL, CT 06067 | Recordkeeping | $13,806 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $84,559 | $40,174+110.5% | $84,015+0.6% | $67,579+25.1% |
| Participation rate | 19.6% | 62.7%-43.1pp | 69.0%-49.5pp | 71.3%-51.7pp |
| Annual return | 19.46% | 25.82%-6.4pp | 71.31%-51.8pp | 378.56%-359.1pp |
| Employer contribution / active EE | $556 | $808-31.1% | $1,983-71.9% | $2,148-74.1% |
| Participant deferral / active EE | $1,148 | $2,301-50.1% | $3,239-64.6% | $3,539-67.6% |
| Admin fee / account holder | $300 | $128+134.0% | $6,101-95.1% | $142+111.0% |