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.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,955 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 15 · EIN 59-1199408 PO BOX 23641 · ST. PETERSBURG, FL 33742 | Recordkeeping | $5,865 |
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 | $21,760 | $47,126-53.8% | $149,673-85.5% | $74,419-70.8% |
| Participation rate | 65.5% | 63.4%+2.1pp | 78.8%-13.3pp | 70.7%-5.3pp |
| Annual return | 20.10% | 22.75%-2.7pp | 134.42%-114.3pp | 34.38%-14.3pp |
| Employer contribution / active EE | $1,490 | $1,905-21.8% | $4,818-69.1% | $2,637-43.5% |
| Participant deferral / active EE | $2,728 | $2,7280% | $5,680-52.0% | $4,528-39.8% |
| Admin fee / account holder | $74 | $343-78.4% | $13,210-99.4% | $348-78.7% |