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.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,149 |
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 | $46,743 | $99,957-53.2% | $149,696-68.8% | $73,488-36.4% |
| Participation rate | 67.5% | 75.7%-8.2pp | 82.5%-15.0pp | 70.7%-3.2pp |
| Annual return | 18.50% | 53.87%-35.4pp | 276.60%-258.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $1,300 | $3,191-59.2% | $4,644-72.0% | $2,270-42.7% |
| Participant deferral / active EE | $3,367 | $6,073-44.6% | $6,842-50.8% | $3,740-10.0% |
| Admin fee / account holder | $49 | $551-91.2% | $9,309-99.5% | $513-90.5% |