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 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $17,077 |
Service code 15 | Recordkeeping | $10,930 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,021 | $50,637-9.1% | $86,590-46.9% | $62,292-26.1% |
| Participation rate | 75.8% | 67.9%+7.9pp | 73.5%+2.3pp | 69.5%+6.3pp |
| Annual return | 17.26% | 20.80%-3.5pp | 964.84%-947.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,079 | $2,075-48.0% | $2,839-62.0% | $2,042-47.2% |
| Participant deferral / active EE | $1,838 | $2,611-29.6% | $3,609-49.1% | $3,169-42.0% |
| Admin fee / account holder | $193 | $413-53.2% | $4,906-96.1% | $479-59.7% |