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 | $6,262 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,138 | $85,202-79.9% | $172,739-90.1% | $72,985-76.5% |
| Participation rate | 73.4% | 70.1%+3.4pp | 82.6%-9.2pp | 69.5%+4.0pp |
| Annual return | 23.83% | 27.32%-3.5pp | 802.84%-779.0pp | 81.00%-57.2pp |
| Employer contribution / active EE | $811 | $3,324-75.6% | $5,143-84.2% | $2,440-66.7% |
| Participant deferral / active EE | $1,022 | $3,260-68.6% | $5,198-80.3% | $3,607-71.7% |
| Admin fee / account holder | $130 | $5,884-97.8% | $13,954-99.1% | $5,124-97.5% |