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 | $13,865 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,625 | $102,317+133.2% | $146,958+62.4% | $80,856+195.1% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.2%+14.2pp | 67.6%+28.7pp |
| Annual return | 12.31% | 134.76%-122.5pp | 418.34%-406.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $12,838 | $3,713+245.7% | $4,933+160.2% | $2,755+366.0% |
| Participant deferral / active EE | $9,114 | $6,644+37.2% | $8,070+12.9% | $4,296+112.2% |
| Admin fee / account holder | $143 | $7,941-98.2% | $12,998-98.9% | $6,918-97.9% |