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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.3+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $15,507 |
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 | $19,853 | $63,299-68.6% | $91,001-78.2% | $62,292-68.1% |
| Participation rate | 95.0% | 73.3%+21.7pp | 75.6%+19.4pp | 69.5%+25.5pp |
| Annual return | 22.60% | 20.99%+1.6pp | 4.60%+18.0pp | 28.90%-6.3pp |
| Employer contribution / active EE | $1,931 | $1,807+6.9% | $2,456-21.4% | $2,042-5.5% |
| Participant deferral / active EE | $2,848 | $2,943-3.2% | $3,547-19.7% | $3,169-10.1% |
| Admin fee / account holder | $134 | $468-71.4% | $5,417-97.5% | $479-72.1% |