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 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,960 | $99,957-62.0% | $149,696-74.6% | $73,488-48.3% |
| Participation rate | 55.6% | 75.7%-20.1pp | 82.5%-26.9pp | 70.7%-15.1pp |
| Annual return | 21.98% | 53.87%-31.9pp | 276.60%-254.6pp | 28.51%-6.5pp |
| Employer contribution / active EE | $1,271 | $3,191-60.2% | $4,644-72.6% | $2,270-44.0% |
| Participant deferral / active EE | $4,645 | $6,073-23.5% | $6,842-32.1% | $3,740+24.2% |
| Admin fee / account holder | $81 | $551-85.3% | $9,309-99.1% | $513-84.2% |