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.
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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.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $333 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,334 | $45,152-59.4% | $73,843-75.2% | $59,632-69.3% |
| Participation rate | 86.8% | 64.0%+22.7pp | 73.4%+13.3pp | 68.7%+18.1pp |
| Annual return | -1.69% | 27.40%-29.1pp | 2267.84%-2269.5pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $519 | $1,902-72.7% | $2,787-81.4% | $2,203-76.4% |
| Participant deferral / active EE | $1,111 | $2,574-56.8% | $3,583-69.0% | $3,192-65.2% |
| Admin fee / account holder | $1,497 | $3,516-57.4% | $4,880-69.3% | $4,297-65.2% |