See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 21 216 FRANKLIN ST · JOHNSTOWN, PA 15901 | Bank Trustee | $18,957 |
KOTZAN CPA & ASSOCIATES, P.C.3+ years Filed as: KOTZAN CPA & ASSOCIATES PC Service code 10 334 BUDFIELD ST · JOHNSTOWN, PA 15904 | Accounting | $6,000 |
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 | $14,355 | $55,453-74.1% | $170,442-91.6% | $62,292-77.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.61% | 21.38%-5.8pp | 205.93%-190.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $506 | $2,164-76.6% | $5,433-90.7% | $2,042-75.2% |
| Participant deferral / active EE | $702 | $2,303-69.5% | $4,939-85.8% | $3,169-77.9% |
| Admin fee / account holder | $97 | $455-78.6% | $13,880-99.3% | $479-79.7% |