See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $64,880 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $23,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,643 | $106,028-40.9% | $146,958-57.4% | $77,643-19.3% |
| Participation rate | 67.1% | 78.4%-11.3pp | 82.2%-15.1pp | 70.6%-3.5pp |
| Annual return | 21.61% | 56.73%-35.1pp | 418.34%-396.7pp | 31.24%-9.6pp |
| Employer contribution / active EE | $2,731 | $4,063-32.8% | $4,933-44.6% | $2,726+0.2% |
| Participant deferral / active EE | $5,793 | $7,990-27.5% | $8,070-28.2% | $4,647+24.7% |
| Admin fee / account holder | $201 | $337-40.4% | $12,998-98.5% | $430-53.3% |