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.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,776 |
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $14,208 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,562 | $74,927+4.9% | $101,794-22.8% | $84,808-7.4% |
| Participation rate | 92.1% | 61.4%+30.7pp | 69.2%+22.9pp | 68.3%+23.8pp |
| Annual return | 17.42% | 18.70%-1.3pp | 30.53%-13.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $928 | $1,522-39.0% | $2,289-59.5% | $2,631-64.7% |
| Participant deferral / active EE | $4,389 | $3,099+41.6% | $4,084+7.5% | $4,212+4.2% |
| Admin fee / account holder | $224 | $6,514-96.6% | $8,777-97.5% | $7,344-97.0% |