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.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $68,726 |
CAPFINANCIAL PARTNERS LLC5 years Service code 26 PO BOX 600071 · RALEIGH, NC 27675 | Advisory (Participants) | $40,718 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,671 | $52,208-14.4% | $86,612-48.4% | $74,419-40.0% |
| Participation rate | 92.4% | 66.3%+26.1pp | 71.7%+20.7pp | 70.7%+21.7pp |
| Annual return | 18.21% | 44.46%-26.3pp | 591.07%-572.9pp | 34.38%-16.2pp |
| Employer contribution / active EE | $1,345 | $2,282-41.1% | $3,022-55.5% | $2,637-49.0% |
| Participant deferral / active EE | $2,078 | $3,383-38.6% | $4,438-53.2% | $4,528-54.1% |
| Admin fee / account holder | $133 | $319-58.2% | $5,614-97.6% | $348-61.7% |