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.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,399 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 26 · EIN 26-0516431 111 W MONROE STREET · CHICAGO, IL 60603 | Advisory (Participants) | $11,217 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $7,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,710 | $81,625-42.8% | $167,512-72.1% | $74,304-37.1% |
| Participation rate | 52.6% | 60.0%-7.4pp | 77.1%-24.4pp | 60.3%-7.7pp |
| Annual return | 16.07% | 26.09%-10.0pp | 1615.79%-1599.7pp | 29.43%-13.4pp |
| Employer contribution / active EE | $477 | $2,010-76.3% | $3,882-87.7% | $2,241-78.7% |
| Participant deferral / active EE | $2,635 | $4,115-36.0% | $6,405-58.9% | $3,767-30.1% |
| Admin fee / account holder | $230 | $3,474-93.4% | $9,769-97.6% | $2,969-92.3% |