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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 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,807 |
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $9,482 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,536 | $55,230-75.5% | $79,550-83.0% | - |
| Participation rate | 72.7% | 62.4%+10.3pp | 69.5%+3.2pp | - |
| Annual return | -18.13% | -17.05%-1.1pp | 0.16%-18.3pp | - |
| Employer contribution / active EE | $0 | $1,304-100.0% | $2,413-100.0% | - |
| Participant deferral / active EE | $2,197 | $2,804-21.7% | $3,985-44.9% | - |
| Admin fee / account holder | $154 | $7,320-97.9% | $6,832-97.7% | - |