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.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,998 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,084 | $61,272-42.7% | $149,673-76.6% | $71,457-50.9% |
| Participation rate | 74.8% | 62.5%+12.3pp | 78.8%-4.0pp | 67.9%+6.9pp |
| Annual return | 28.41% | 35.85%-7.4pp | 134.42%-106.0pp | 28.85%-0.4pp |
| Employer contribution / active EE | $2,803 | $2,378+17.8% | $4,818-41.8% | $2,588+8.3% |
| Participant deferral / active EE | $3,865 | $2,917+32.5% | $5,680-32.0% | $4,289-9.9% |
| Admin fee / account holder | $107 | $1,261-91.5% | $13,210-99.2% | $1,587-93.3% |