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.5+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,058 |
Service code 15 | Recordkeeping | $6,577 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $30,849 | $50,666-39.1% | $76,817-59.8% | $65,185-52.7% |
| Participation rate | 76.8% | 68.8%+8.0pp | 72.1%+4.7pp | 70.2%+6.6pp |
| Annual return | 17.25% | 28.51%-11.3pp | 1166.11%-1148.9pp | 29.38%-12.1pp |
| Employer contribution / active EE | $1,034 | $1,575-34.4% | $2,302-55.1% | $2,177-52.5% |
| Participant deferral / active EE | $1,933 | $2,647-27.0% | $3,336-42.0% | $3,514-45.0% |
| Admin fee / account holder | $97 | $463-79.0% | $6,420-98.5% | $847-88.5% |