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 9-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 |
|---|---|---|
Service code 27 | Advisory (Plan) | $13,076 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,923 |
Participant contribution per participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,091 | $88,083-82.9% | $164,813-90.8% | $74,495-79.7% |
| Participation rate | 96.5% | 73.0%+23.4pp | 78.6%+17.9pp | 67.2%+29.3pp |
| Annual return | 14.10% | 17.26%-3.2pp | 69.93%-55.8pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,827 | $2,593-29.5% | $4,341-57.9% | $2,623-30.3% |
| Participant deferral / active EE | $2,114 | $4,498-53.0% | $6,031-65.0% | $4,346-51.4% |
| Admin fee / account holder | $134 | $2,234-94.0% | $12,690-98.9% | $1,942-93.1% |