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 | Recordkeeping | $7,822 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,814 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,890 | $79,449-67.4% | $189,557-86.3% | $85,850-69.8% |
| Participation rate | 76.5% | 66.0%+10.5pp | 78.4%-2.0pp | 69.3%+7.2pp |
| Annual return | 13.59% | 18.45%-4.9pp | 64.17%-50.6pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,152 | $2,081-44.7% | $4,412-73.9% | $2,565-55.1% |
| Participant deferral / active EE | $3,623 | $4,051-10.6% | $6,174-41.3% | $3,952-8.3% |
| Admin fee / account holder | $136 | $5,377-97.5% | $9,807-98.6% | $6,260-97.8% |