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.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,929 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,042 | $61,156-67.2% | $185,823-89.2% | $79,386-74.8% |
| Participation rate | 68.4% | 66.6%+1.8pp | 81.7%-13.3pp | 70.7%-2.3pp |
| Annual return | 17.57% | 19.45%-1.9pp | 122.05%-104.5pp | 116.85%-99.3pp |
| Employer contribution / active EE | $1,324 | $2,321-42.9% | $5,167-74.4% | $2,427-45.5% |
| Participant deferral / active EE | $2,447 | $2,789-12.2% | $5,568-56.0% | $4,046-39.5% |
| Admin fee / account holder | $41 | $710-94.2% | $16,237-99.7% | $626-93.4% |