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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.
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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 | $6,476 |
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $6,457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,926 | $52,293-63.8% | $178,490-89.4% | $73,409-74.2% |
| Participation rate | 61.2% | 65.3%-4.1pp | 81.9%-20.7pp | 72.2%-10.9pp |
| Annual return | 41.19% | 34.75%+6.4pp | 151.07%-109.9pp | 59.29%-18.1pp |
| Employer contribution / active EE | $39 | $1,735-97.7% | $5,011-99.2% | $2,234-98.2% |
| Participant deferral / active EE | $2,578 | $2,332+10.6% | $5,202-50.4% | $3,805-32.2% |
| Admin fee / account holder | $58 | $127-54.5% | $13,984-99.6% | $158-63.3% |