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.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,780 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,069 | $55,415-49.3% | $155,509-82.0% | $74,495-62.3% |
| Participation rate | 70.2% | 61.9%+8.3pp | 78.2%-7.9pp | 67.2%+3.0pp |
| Annual return | 19.47% | 268.50%-249.0pp | 64.67%-45.2pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $2,909 | $2,267+28.3% | $4,672-37.7% | $2,623+10.9% |
| Participant deferral / active EE | $3,688 | $2,836+30.0% | $5,626-34.5% | $4,346-15.1% |
| Admin fee / account holder | $113 | $1,738-93.5% | $15,912-99.3% | $1,942-94.2% |