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.7+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $29,969 |
Service code 15 | Recordkeeping | $29,619 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,194 | $94,833-43.9% | $75,696-29.7% | $86,799-38.7% |
| Participation rate | 75.2% | 79.1%-3.9pp | 74.8%+0.3pp | 72.3%+2.9pp |
| Annual return | 17.74% | 16.91%+0.8pp | 104.53%-86.8pp | 97.91%-80.2pp |
| Employer contribution / active EE | $1,956 | $2,904-32.6% | $2,743-28.7% | $2,405-18.7% |
| Participant deferral / active EE | $4,785 | $3,632+31.8% | $3,821+25.2% | $4,131+15.8% |
| Admin fee / account holder | $172 | $109+58.2% | $3,619-95.3% | $170+1.4% |