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 | $11,540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,996 | $89,739-16.4% | $149,718-49.9% | $62,292+20.4% |
| Participation rate | 50.3% | 85.1%-34.8pp | 87.1%-36.8pp | 69.5%-19.2pp |
| Annual return | 17.88% | 21.01%-3.1pp | 1501.63%-1483.7pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,087 | $3,233-66.4% | $5,445-80.0% | $2,042-46.8% |
| Participant deferral / active EE | $3,423 | $4,797-28.6% | $6,569-47.9% | $3,169+8.0% |
| Admin fee / account holder | $433 | $551-21.4% | $11,283-96.2% | $479-9.6% |