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 | $7,845 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,884 | $60,124-42.0% | $90,404-61.4% | $79,858-56.3% |
| Participation rate | 90.2% | 65.0%+25.3pp | 72.7%+17.6pp | 69.6%+20.6pp |
| Annual return | 21.21% | 71.94%-50.7pp | 1293.02%-1271.8pp | 31.71%-10.5pp |
| Employer contribution / active EE | $607 | $2,068-70.6% | $3,262-81.4% | $2,471-75.4% |
| Participant deferral / active EE | $4,764 | $2,938+62.1% | $3,963+20.2% | $3,740+27.4% |
| Admin fee / account holder | $60 | $3,976-98.5% | $5,611-98.9% | $5,306-98.9% |