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 7-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 | $7,020 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,456 | $101,317-50.2% | $146,958-65.7% | $74,495-32.3% |
| Participation rate | 95.4% | 75.5%+19.9pp | 82.2%+13.3pp | 67.2%+28.2pp |
| Annual return | 16.56% | 8730.91%-8714.3pp | 418.34%-401.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $1,074 | $3,810-71.8% | $4,933-78.2% | $2,623-59.0% |
| Participant deferral / active EE | $8,461 | $7,303+15.9% | $8,070+4.8% | $4,346+94.7% |
| Admin fee / account holder | $45 | $1,739-97.4% | $12,998-99.7% | $1,942-97.7% |