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.4+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,911 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,889 | $55,449-51.5% | $83,848-67.9% | $56,287-52.2% |
| Participation rate | 85.7% | 68.0%+17.7pp | 76.1%+9.6pp | 69.9%+15.9pp |
| Annual return | -6.63% | -1.38%-5.2pp | 850.88%-857.5pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,768 | $2,430-27.3% | $3,631-51.3% | $2,111-16.3% |
| Participant deferral / active EE | $2,733 | $2,935-6.9% | $4,082-33.0% | $3,350-18.4% |
| Admin fee / account holder | $72 | $656-89.1% | $5,478-98.7% | $521-86.2% |