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 | $13,059 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,248 | $46,173-58.3% | $170,442-88.7% | $69,631-72.4% |
| Participation rate | 84.9% | 63.9%+21.0pp | 83.6%+1.3pp | 70.7%+14.2pp |
| Annual return | 12.52% | 21.62%-9.1pp | 205.93%-193.4pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $452 | $1,610-71.9% | $5,433-91.7% | $2,032-77.8% |
| Participant deferral / active EE | $1,275 | $2,080-38.7% | $4,939-74.2% | $3,224-60.4% |
| Admin fee / account holder | $70 | $116-39.8% | $13,880-99.5% | $110-36.8% |