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 3-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 | $63,841 |
ERISA FIDUCIARY SERVICES, INC.3+ years Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $23,415 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,512 | $53,136-95.3% | $155,509-98.4% | $199,593-98.7% |
| Participation rate | 75.7% | 64.1%+11.6pp | 78.2%-2.5pp | 72.0%+3.7pp |
| Annual return | 17.93% | 41.15%-23.2pp | 64.67%-46.7pp | 34.25%-16.3pp |
| Employer contribution / active EE | $440 | $1,851-76.2% | $4,672-90.6% | $3,034-85.5% |
| Participant deferral / active EE | $716 | $3,161-77.3% | $5,626-87.3% | $5,087-85.9% |
| Admin fee / account holder | $34 | $185-81.7% | $15,912-99.8% | $269-87.4% |