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 | $23,526 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,311 | $91,407-47.1% | $135,903-64.5% | $71,457-32.4% |
| Participation rate | 91.7% | 75.7%+16.1pp | 81.9%+9.8pp | 67.9%+23.8pp |
| Annual return | 22.06% | 29.90%-7.8pp | 68.23%-46.2pp | 28.85%-6.8pp |
| Employer contribution / active EE | $2,280 | $3,703-38.4% | $4,856-53.1% | $2,588-11.9% |
| Participant deferral / active EE | $4,625 | $7,092-34.8% | $7,758-40.4% | $4,289+7.8% |
| Admin fee / account holder | $174 | $1,266-86.3% | $10,762-98.4% | $1,587-89.0% |