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 | $21,976 |
KOTZAN CPA & ASSOCIATES, P.C.4+ years Filed as: KOTZAN CPA & ASSOCIATES PC Service code 10 334 BUDFIELD ST · JOHNSTOWN, PA 15904 | Accounting | $7,000 |
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 | $13,084 | $47,977-72.7% | $154,107-91.5% | $56,287-76.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -3.96% | 3.54%-7.5pp | 735.12%-739.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $490 | $2,169-77.4% | $5,298-90.7% | $2,111-76.8% |
| Participant deferral / active EE | $745 | $2,392-68.8% | $5,081-85.3% | $3,350-77.8% |
| Admin fee / account holder | $98 | $438-77.7% | $13,411-99.3% | $521-81.2% |