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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.
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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 |
|---|---|---|
Service code 27 · EIN 16-1124166 | Advisory (Plan) | $34,545 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $19,317 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,825 | $106,028-68.1% | $146,958-77.0% | $77,643-56.4% |
| Participation rate | 59.4% | 78.4%-18.9pp | 82.2%-22.7pp | 70.6%-11.1pp |
| Annual return | 14.76% | 56.73%-42.0pp | 418.34%-403.6pp | 31.24%-16.5pp |
| Employer contribution / active EE | $2,134 | $4,063-47.5% | $4,933-56.7% | $2,726-21.7% |
| Participant deferral / active EE | $4,788 | $7,990-40.1% | $8,070-40.7% | $4,647+3.0% |
| Admin fee / account holder | $265 | $337-21.5% | $12,998-98.0% | $430-38.4% |