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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.
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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 | $48,714 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $27,116 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,153 | $86,655-9.8% | $119,609-34.7% | $66,914+16.8% |
| Participation rate | 98.6% | 75.6%+23.1pp | 79.3%+19.4pp | 69.8%+28.8pp |
| Annual return | -19.22% | -8.00%-11.2pp | -14.97%-4.3pp | 1.58%-20.8pp |
| Employer contribution / active EE | $2,124 | $2,536-16.2% | $4,232-49.8% | $2,544-16.5% |
| Participant deferral / active EE | $4,376 | $4,358+0.4% | $5,602-21.9% | $4,237+3.3% |
| Admin fee / account holder | $456 | $755-39.6% | $10,323-95.6% | $593-23.2% |