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.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,177 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,933 | $101,317-31.0% | $146,958-52.4% | $74,495-6.1% |
| Participation rate | 91.5% | 75.5%+16.0pp | 82.2%+9.4pp | 67.2%+24.3pp |
| Annual return | 18.08% | 8730.91%-8712.8pp | 418.34%-400.3pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $5,040 | $3,810+32.3% | $4,933+2.2% | $2,623+92.2% |
| Participant deferral / active EE | $14,356 | $7,303+96.6% | $8,070+77.9% | $4,346+230.4% |
| Admin fee / account holder | $84 | $1,739-95.2% | $12,998-99.4% | $1,942-95.7% |