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 | $20,744 |
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 | $36,069 | $49,915-27.7% | $154,803-76.7% | $74,304-51.5% |
| Participation rate | 77.0% | 54.0%+23.0pp | 78.1%-1.1pp | 60.3%+16.6pp |
| Annual return | 17.13% | 34.06%-16.9pp | 58.88%-41.8pp | 29.43%-12.3pp |
| Employer contribution / active EE | $1,687 | $1,611+4.7% | $4,305-60.8% | $2,241-24.7% |
| Participant deferral / active EE | $4,216 | $2,255+87.0% | $5,540-23.9% | $3,767+11.9% |
| Admin fee / account holder | $140 | $2,189-93.6% | $14,329-99.0% | $2,969-95.3% |