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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.
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.1 year Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $5,408 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,451 | $64,909-65.4% | $82,313-72.7% | $62,292-64.0% |
| Participation rate | 95.3% | 74.9%+20.4pp | 76.9%+18.4pp | 69.5%+25.7pp |
| Annual return | 16.37% | 21.18%-4.8pp | 25.88%-9.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,690 | $1,676+0.8% | $2,428-30.4% | $2,042-17.3% |
| Participant deferral / active EE | $2,753 | $3,103-11.3% | $3,706-25.7% | $3,169-13.1% |
| Admin fee / account holder | $47 | $440-89.3% | $5,608-99.2% | $479-90.2% |