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 | $18,427 |
Service code 27 | Advisory (Plan) | $12,673 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,777 | $49,915-20.3% | $154,803-74.3% | $74,304-46.5% |
| Participation rate | 90.7% | 54.0%+36.7pp | 78.1%+12.6pp | 60.3%+30.3pp |
| Annual return | 17.49% | 34.06%-16.6pp | 58.88%-41.4pp | 29.43%-11.9pp |
| Employer contribution / active EE | $3,001 | $1,611+86.3% | $4,305-30.3% | $2,241+33.9% |
| Participant deferral / active EE | $4,209 | $2,255+86.7% | $5,540-24.0% | $3,767+11.7% |
| Admin fee / account holder | $175 | $2,189-92.0% | $14,329-98.8% | $2,969-94.1% |