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.3+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $5,894 |
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 | $19,828 | $36,767-46.1% | $81,478-75.7% | $62,292-68.2% |
| Participation rate | 92.9% | 54.4%+38.5pp | 68.0%+25.0pp | 69.5%+23.4pp |
| Annual return | 15.12% | 173.80%-158.7pp | 38.78%-23.7pp | 28.90%-13.8pp |
| Employer contribution / active EE | $665 | $1,128-41.0% | $2,568-74.1% | $2,042-67.4% |
| Participant deferral / active EE | $1,362 | $2,111-35.5% | $3,537-61.5% | $3,169-57.0% |
| Admin fee / account holder | $113 | $797-85.8% | $4,561-97.5% | $479-76.4% |