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 | $22,662 |
Service code 27 | Advisory (Plan) | $11,157 |
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 | $88,452 | $55,415+59.6% | $155,509-43.1% | $74,495+18.7% |
| Participation rate | 55.1% | 61.9%-6.8pp | 78.2%-23.1pp | 67.2%-12.1pp |
| Annual return | 18.08% | 268.50%-250.4pp | 64.67%-46.6pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $2,318 | $2,267+2.3% | $4,672-50.4% | $2,623-11.6% |
| Participant deferral / active EE | $2,409 | $2,836-15.0% | $5,626-57.2% | $4,346-44.6% |
| Admin fee / account holder | $247 | $1,738-85.8% | $15,912-98.5% | $1,942-87.3% |