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 5-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+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,091 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,187 | $99,957-87.8% | $149,696-91.9% | $73,488-83.4% |
| Participation rate | 76.3% | 75.7%+0.6pp | 82.5%-6.2pp | 70.7%+5.6pp |
| Annual return | 29.91% | 53.87%-24.0pp | 276.60%-246.7pp | 28.51%+1.4pp |
| Employer contribution / active EE | $1,236 | $3,191-61.3% | $4,644-73.4% | $2,270-45.6% |
| Participant deferral / active EE | $1,786 | $6,073-70.6% | $6,842-73.9% | $3,740-52.2% |
| Admin fee / account holder | $48 | $551-91.2% | $9,309-99.5% | $513-90.6% |