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 |
|---|---|---|
Service code 15 | Recordkeeping | $11,876 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,861 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $60,753 | $78,422-22.5% | $95,952-36.7% | $79,858-23.9% |
| Participation rate | 77.3% | 73.5%+3.8pp | 77.1%+0.2pp | 69.6%+7.6pp |
| Annual return | 24.78% | 19.37%+5.4pp | 91.61%-66.8pp | 31.71%-6.9pp |
| Employer contribution / active EE | $3,835 | $1,945+97.2% | $2,541+50.9% | $2,471+55.2% |
| Participant deferral / active EE | $2,058 | $3,440-40.2% | $4,167-50.6% | $3,740-45.0% |
| Admin fee / account holder | $248 | $5,622-95.6% | $6,795-96.3% | $5,306-95.3% |