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 9-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 | $6,481 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,461 | $61,156-12.6% | $185,823-71.2% | $79,386-32.7% |
| Participation rate | 88.0% | 66.6%+21.3pp | 81.7%+6.3pp | 70.7%+17.3pp |
| Annual return | 13.95% | 19.45%-5.5pp | 122.05%-108.1pp | 116.85%-102.9pp |
| Employer contribution / active EE | $2,340 | $2,321+0.8% | $5,167-54.7% | $2,427-3.6% |
| Participant deferral / active EE | $3,234 | $2,789+16.0% | $5,568-41.9% | $4,046-20.1% |
| Admin fee / account holder | $19 | $710-97.3% | $16,237-99.9% | $626-96.9% |