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.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,742 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,906 | $48,230+38.7% | $67,502-0.9% | $80,856-17.3% |
| Participation rate | 72.6% | 66.4%+6.3pp | 72.9%-0.2pp | 67.6%+5.0pp |
| Annual return | 9.94% | 18.28%-8.3pp | 3512.12%-3502.2pp | 35.59%-25.7pp |
| Employer contribution / active EE | $3,864 | $2,020+91.3% | $2,731+41.5% | $2,755+40.3% |
| Participant deferral / active EE | $6,415 | $2,924+119.4% | $4,000+60.4% | $4,296+49.3% |
| Admin fee / account holder | $158 | $3,681-95.7% | $3,998-96.1% | $6,918-97.7% |