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VizualStocks APIOperating KPI and segment definitions available for Paychex (PAYX) through the VizualStocks API.
Lower endpoint of the issuer-reported annual client retention range, relative to the beginning fiscal-year client base. Latest disclosure specifies payroll clients. Stored as a fraction: 0.82 means 82%. Not revenue retention or the midpoint of the range.
clientRetentionRateLowerBoundUpper endpoint of the issuer-reported annual client retention range, relative to the beginning fiscal-year client base. Latest disclosure specifies payroll clients. Stored as a fraction: 0.83 means 83%. Not revenue retention or the midpoint of the range.
clientRetentionRateUpperBoundCustomer worksite employees served by Paychex HR outsourcing solutions, combining ASO and PEO, at fiscal year end. Historical HR Services totals include both ASO and PEO; acquisitions are included when reported.
hrSolutionsWorksiteEmployeesInterest Paychex earns by investing payroll-tax and employee-payment funds collected from clients before remitting the money to tax agencies or employees. Because holding and transferring these funds is part of Paychex's payroll service, the investment return is included in company revenue.
interestOnClientFundsRevenueRevenue from Paychex payroll processing, integrated human-capital-management software, HR administration and outsourcing services outside its PEO offering. Most is recognized as services are performed during client payroll periods; delivery fees for payroll checks and reports are recognized when delivered.
managementSolutionsRevenuePayroll clients reported for the fiscal year, as approximately disclosed by Paychex. Excludes substituting the differently labeled historical combined payroll-and-PEO client count.
payrollClientsIssuer-reported count labeled Perks unique employee purchases in the annual customer metrics table. A count, not purchase dollars, revenue, or total customers.
perksUniqueEmployeePurchasesRevenue from Paychex professional-employer-organization services and insurance-agency commissions. PEO revenue reflects HR, payroll, benefits and risk-management services delivered while Paychex acts as co-employer, while insurance revenue consists of commissions on coverage placed with carriers.
professionalEmployerOrganizationAndInsuranceSolutionsRevenueAsset value of retirement solutions participants funds at fiscal year end, in U.S. dollars. These are participant assets, not Paychex corporate assets or revenue.
retirementParticipantAssetsNumber of retirement solutions plans at fiscal year end, historically labeled retirement services plans.
retirementSolutionsPlansTotal customers across the U.S. and parts of Europe at fiscal year end, as approximately reported by Paychex. Broader than payroll clients.
totalCustomersCombined fees from Paychex Management Solutions and PEO and Insurance Solutions, covering payroll, HCM, HR outsourcing, co-employment and insurance-agency services. It excludes interest earned on client payroll funds, which is added separately to arrive at total revenue.
totalServiceRevenue