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 24 W. 40TH STREET · NEW YORK, NY 10018 | Recordkeeping | $17,867 |
PAYCHEX, INC.8+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,087 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,783 | $37,393-28.4% | $77,024-65.2% | $66,914-60.0% |
| Participation rate | 90.1% | 52.9%+37.3pp | 67.9%+22.2pp | 69.8%+20.3pp |
| Annual return | -13.99% | -3.29%-10.7pp | 42.32%-56.3pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,013 | $1,531-33.8% | $2,812-64.0% | $2,544-60.2% |
| Participant deferral / active EE | $2,031 | $2,617-22.4% | $4,426-54.1% | $4,237-52.1% |
| Admin fee / account holder | $160 | $567-71.7% | $5,425-97.0% | $593-73.0% |