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 5-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 | $8,900 |
Service code 15 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Recordkeeping | $7,677 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,183 | $93,571-42.1% | $135,903-60.1% | $75,163-27.9% |
| Participation rate | 81.7% | 75.2%+6.5pp | 81.9%-0.2pp | 67.2%+14.5pp |
| Annual return | 16.64% | 30.90%-14.3pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,375 | $3,537-61.1% | $4,856-71.7% | $2,670-48.5% |
| Participant deferral / active EE | $5,694 | $6,404-11.1% | $7,758-26.6% | $4,125+38.0% |
| Admin fee / account holder | $216 | $6,975-96.9% | $10,762-98.0% | $5,651-96.2% |