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 | $12,497 |
LPL FINANCIAL1 year Service code 15 RP COMPENSATION PROCESSING · SAN DIEGO, CA 92150 | Recordkeeping | $8,459 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,916 | $52,670-54.6% | $90,404-73.5% | $73,409-67.4% |
| Participation rate | 62.1% | 67.7%-5.6pp | 72.7%-10.6pp | 72.2%-10.1pp |
| Annual return | 563.24% | 20.70%+542.5pp | 1293.02%-729.8pp | 59.29%+503.9pp |
| Employer contribution / active EE | $993 | $1,872-46.9% | $3,262-69.6% | $2,234-55.5% |
| Participant deferral / active EE | $1,675 | $2,807-40.3% | $3,963-57.7% | $3,805-56.0% |
| Admin fee / account holder | $1 | $117-99.0% | $5,611-100.0% | $158-99.3% |