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.1 year Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $26,185 |
Service code 15 3030 N ROCKY POINT DR WEST · TAMPA, FL 33607 | Recordkeeping | $11,318 |
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 | $18,925 | $75,284-74.9% | $91,001-79.2% | $69,631-72.8% |
| Participation rate | 99.4% | 80.4%+19.0pp | 75.6%+23.8pp | 70.7%+28.7pp |
| Annual return | 23.52% | 48.40%-24.9pp | 4.60%+18.9pp | 27571.02%-27547.5pp |
| Employer contribution / active EE | $1,998 | $2,473-19.2% | $2,456-18.6% | $2,032-1.7% |
| Participant deferral / active EE | $3,214 | $3,700-13.1% | $3,547-9.4% | $3,224-0.3% |
| Admin fee / account holder | $80 | $111-27.3% | $5,417-98.5% | $110-27.2% |