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.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $468 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,373 | $41,854-41.8% | $73,843-67.0% | $52,331-53.4% |
| Participation rate | 78.6% | 66.2%+12.4pp | 73.4%+5.2pp | 68.1%+10.5pp |
| Annual return | 4.23% | 2.11%+2.1pp | 2267.84%-2263.6pp | 4.54%-0.3pp |
| Employer contribution / active EE | $1,250 | $1,920-34.9% | $2,787-55.1% | $1,882-33.6% |
| Participant deferral / active EE | $1,950 | $2,498-21.9% | $3,583-45.6% | $3,022-35.5% |
| Admin fee / account holder | $13 | $493-97.4% | $4,880-99.7% | $592-97.9% |