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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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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $5,998 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,209 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,073 | $148,978-93.2% | $200,582-95.0% | $84,808-88.1% |
| Participation rate | 90.3% | 84.2%+6.1pp | 86.9%+3.4pp | 68.3%+22.0pp |
| Annual return | 10.98% | 28.16%-17.2pp | 42.33%-31.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,088 | $4,815-56.6% | $6,419-67.5% | $2,631-20.7% |
| Participant deferral / active EE | $5,858 | $7,142-18.0% | $9,331-37.2% | $4,212+39.1% |
| Admin fee / account holder | $86 | $13,977-99.4% | $16,305-99.5% | $7,344-98.8% |