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 | $17,612 |
GOLDMAN SACHS1 year Filed as: AVEO CAPITAL PARTNERS, LLC Service code 26 · EIN 27-4981131 9635 MAROON CIRCLE #440 · ENGLEWOOD, CO 80112 | Advisory (Participants) | $12,385 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,421 | $101,317-35.4% | $146,958-55.5% | $74,495-12.2% |
| Participation rate | 70.3% | 75.5%-5.2pp | 82.2%-11.9pp | 67.2%+3.1pp |
| Annual return | 14.74% | 8730.91%-8716.2pp | 418.34%-403.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,799 | $3,810-52.8% | $4,933-63.5% | $2,623-31.4% |
| Participant deferral / active EE | $3,813 | $7,303-47.8% | $8,070-52.8% | $4,346-12.3% |
| Admin fee / account holder | $254 | $1,739-85.4% | $12,998-98.0% | $1,942-86.9% |