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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.2+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $12,826 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,387 | $56,629-72.8% | $77,999-80.3% | $55,167-72.1% |
| Participation rate | 97.3% | 73.3%+24.0pp | 75.5%+21.8pp | 69.0%+28.4pp |
| Annual return | 9.61% | 2866.98%-2857.4pp | 425.96%-416.4pp | 169.23%-159.6pp |
| Employer contribution / active EE | $1,701 | $1,723-1.3% | $2,470-31.1% | $1,963-13.3% |
| Participant deferral / active EE | $2,645 | $2,777-4.8% | $3,497-24.4% | $3,054-13.4% |
| Admin fee / account holder | $124 | $467-73.4% | $5,480-97.7% | $504-75.4% |