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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.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $18,025 |
Service code 27 | Advisory (Plan) | $15,270 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,623 | $176,811-81.0% | $146,958-77.1% | - |
| Participation rate | 96.0% | 76.9%+19.1pp | 82.2%+13.8pp | - |
| Annual return | 13.67% | 11.56%+2.1pp | 418.34%-404.7pp | - |
| Employer contribution / active EE | $2,116 | $3,294-35.7% | $4,933-57.1% | - |
| Participant deferral / active EE | $5,786 | $6,900-16.1% | $8,070-28.3% | - |
| Admin fee / account holder | $134 | $27,451-99.5% | $12,998-99.0% | - |