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 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,293 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $30,268 | $65,435-53.7% | $86,677-65.1% | $66,914-54.8% |
| Participation rate | 43.8% | 75.5%-31.7pp | 76.6%-32.8pp | 69.8%-26.0pp |
| Annual return | -17.09% | -10.89%-6.2pp | 35.91%-53.0pp | 1.58%-18.7pp |
| Employer contribution / active EE | $923 | $2,153-57.1% | $2,836-67.4% | $2,544-63.7% |
| Participant deferral / active EE | $1,906 | $4,100-53.5% | $4,656-59.1% | $4,237-55.0% |
| Admin fee / account holder | $161 | $642-74.9% | $7,493-97.9% | $593-72.9% |