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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.
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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 |
|---|---|---|
Service code 27 | Advisory (Plan) | $15,195 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,249 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,664 | $100,923-80.5% | $150,045-86.9% | $74,304-73.5% |
| Participation rate | 73.9% | 70.1%+3.8pp | 82.3%-8.4pp | 60.3%+13.5pp |
| Annual return | 16.02% | 51.77%-35.7pp | 62.55%-46.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $1,933 | $3,463-44.2% | $4,693-58.8% | $2,241-13.7% |
| Participant deferral / active EE | $3,771 | $6,709-43.8% | $7,997-52.8% | $3,767+0.1% |
| Admin fee / account holder | $138 | $2,767-95.0% | $13,435-99.0% | $2,969-95.4% |