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.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $19,528 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS Service code 26 · EIN 20-0563684 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $15,399 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $5,535 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,156 | $68,914-41.7% | $136,749-70.6% | $74,304-46.0% |
| Participation rate | 82.7% | 51.3%+31.3pp | 72.1%+10.6pp | 60.3%+22.3pp |
| Annual return | 19.10% | 16.34%+2.8pp | 24.33%-5.2pp | 29.43%-10.3pp |
| Employer contribution / active EE | $185 | $1,561-88.2% | $3,400-94.6% | $2,241-91.8% |
| Participant deferral / active EE | $1,491 | $2,541-41.3% | $4,692-68.2% | $3,767-60.4% |
| Admin fee / account holder | $182 | $3,149-94.2% | $11,386-98.4% | $2,969-93.9% |