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 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,839 |
Service code 15 | Recordkeeping | $10,147 |
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 | $23,951 | $64,707-63.0% | $112,228-78.7% | $68,494-65.0% |
| Participation rate | 97.8% | 67.2%+30.6pp | 75.1%+22.7pp | 67.9%+29.9pp |
| Annual return | -17.77% | -11.40%-6.4pp | 27.45%-45.2pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,326 | $2,746-15.3% | $3,635-36.0% | $2,596-10.4% |
| Participant deferral / active EE | $5,064 | $3,565+42.0% | $4,728+7.1% | $4,027+25.7% |
| Admin fee / account holder | $229 | $5,232-95.6% | $6,410-96.4% | $5,403-95.8% |