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 Filed as: PAYCHEX INC. Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,946 |
Service code 27 | Advisory (Plan) | $11,313 |
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 | $36,360 | $62,127-41.5% | $81,382-55.3% | $74,495-51.2% |
| Participation rate | 79.4% | 64.0%+15.4pp | 69.5%+9.9pp | 67.2%+12.2pp |
| Annual return | 19.69% | 16.48%+3.2pp | 24.73%-5.0pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $2,962 | $1,882+57.4% | $2,463+20.3% | $2,623+12.9% |
| Participant deferral / active EE | $1,680 | $3,229-48.0% | $3,883-56.7% | $4,346-61.3% |
| Admin fee / account holder | $148 | $1,934-92.3% | $5,768-97.4% | $1,942-92.4% |