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.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,832 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,149 | $49,915-1.5% | $154,803-68.3% | $74,304-33.9% |
| Participation rate | 58.2% | 54.0%+4.2pp | 78.1%-19.9pp | 60.3%-2.2pp |
| Annual return | 18.08% | 34.06%-16.0pp | 58.88%-40.8pp | 29.43%-11.4pp |
| Employer contribution / active EE | $1,562 | $1,611-3.0% | $4,305-63.7% | $2,241-30.3% |
| Participant deferral / active EE | $3,647 | $2,255+61.8% | $5,540-34.2% | $3,767-3.2% |
| Admin fee / account holder | $146 | $2,189-93.3% | $14,329-99.0% | $2,969-95.1% |