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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 |
|---|---|---|
Service code 27 | Advisory (Plan) | $25,362 |
PAYCHEX, INC.2 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $19,545 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,665 | $73,360-71.8% | $177,989-88.4% | $74,495-72.3% |
| Participation rate | 87.3% | 66.6%+20.6pp | 77.1%+10.2pp | 67.2%+20.1pp |
| Annual return | 102.57% | 17.49%+85.1pp | 294.48%-191.9pp | 1364.94%-1262.4pp |
| Employer contribution / active EE | $2,221 | $2,216+0.2% | $3,949-43.8% | $2,623-15.3% |
| Participant deferral / active EE | $3,600 | $4,513-20.2% | $6,276-42.6% | $4,346-17.2% |
| Admin fee / account holder | $156 | $1,808-91.4% | $10,363-98.5% | $1,942-92.0% |