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 8-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 Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $18,684 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,440 | $70,908-14.8% | $98,907-38.9% | $73,488-17.8% |
| Participation rate | 86.3% | 73.8%+12.6pp | 76.0%+10.3pp | 70.7%+15.7pp |
| Annual return | 19.48% | 34.17%-14.7pp | 196.43%-177.0pp | 28.51%-9.0pp |
| Employer contribution / active EE | $5,811 | $2,036+185.4% | $2,689+116.1% | $2,270+156.0% |
| Participant deferral / active EE | $13,062 | $3,500+273.2% | $4,244+207.8% | $3,740+249.3% |
| Admin fee / account holder | $110 | $535-79.3% | $6,642-98.3% | $513-78.5% |