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 | $6,021 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,716 | $61,156-48.1% | $185,823-82.9% | $79,386-60.0% |
| Participation rate | 57.2% | 66.6%-9.4pp | 81.7%-24.5pp | 70.7%-13.5pp |
| Annual return | 25.27% | 19.45%+5.8pp | 122.05%-96.8pp | 116.85%-91.6pp |
| Employer contribution / active EE | $1,478 | $2,321-36.3% | $5,167-71.4% | $2,427-39.1% |
| Participant deferral / active EE | $2,181 | $2,789-21.8% | $5,568-60.8% | $4,046-46.1% |
| Admin fee / account holder | $60 | $710-91.6% | $16,237-99.6% | $626-90.4% |