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.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,755 |
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 | $17,043 | $65,061-73.8% | $143,757-88.1% | $66,914-74.5% |
| Participation rate | 67.7% | 65.2%+2.6pp | 80.3%-12.6pp | 69.8%-2.1pp |
| Annual return | -14.56% | -11.14%-3.4pp | -0.04%-14.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,367 | $2,361-42.1% | $4,951-72.4% | $2,544-46.3% |
| Participant deferral / active EE | $2,394 | $2,919-18.0% | $5,637-57.5% | $4,237-43.5% |
| Admin fee / account holder | $39 | $502-92.2% | $14,673-99.7% | $593-93.4% |