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.2 years Service code 15 · EIN 16-1124166 | Recordkeeping | $11,905 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,676 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,080 | $89,652-67.6% | $141,162-79.4% | $65,185-55.4% |
| Participation rate | 85.2% | 74.7%+10.5pp | 82.5%+2.7pp | 70.2%+15.0pp |
| Annual return | 20.86% | 32.79%-11.9pp | 71.39%-50.5pp | 29.38%-8.5pp |
| Employer contribution / active EE | $1,733 | $3,065-43.5% | $4,735-63.4% | $2,177-20.4% |
| Participant deferral / active EE | $5,838 | $5,691+2.6% | $6,709-13.0% | $3,514+66.1% |
| Admin fee / account holder | $46 | $569-91.9% | $10,261-99.6% | $847-94.6% |