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 |
|---|---|---|
Service code 15 | Recordkeeping | $49,172 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $20,530 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $106,785 | $81,474+31.1% | $133,956-20.3% | $73,488+45.3% |
| Participation rate | 97.6% | 76.4%+21.2pp | 79.8%+17.8pp | 70.7%+26.9pp |
| Annual return | 19.97% | 19.40%+0.6pp | 45.09%-25.1pp | 28.51%-8.5pp |
| Employer contribution / active EE | $1,707 | $2,209-22.7% | $3,919-56.4% | $2,270-24.8% |
| Participant deferral / active EE | $3,522 | $3,786-7.0% | $5,048-30.2% | $3,740-5.8% |
| Admin fee / account holder | $329 | $713-53.9% | $8,927-96.3% | $513-35.9% |