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 |
|---|---|---|
GOFF BACKA ALFERA & COMPANY5+ years Service code 34 · EIN 25-1871184 3325 SAW MILL RUN BOULEVARD, STE A · PITTSBURGH, PA 15227 | Valuation (appraisals, etc.) | $24,723 |
H2R CPA5+ years Service code 10 · EIN 25-1031723 875 GREENTREE ROAD, SUITE 1000 · PITTSBURGH, PA 15220 | Accounting | $16,900 |
REED SMITH LLP5+ years Service code 29 · EIN 25-0749630 225 FIFTH AVENUE · PITTSBURGH, PA 15222 | Legal | $5,216 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,101 | $79,519-20.6% | $95,952-34.2% | $73,409-14.0% |
| Participation rate | 98.0% | 81.2%+16.9pp | 77.1%+21.0pp | 72.2%+25.9pp |
| Annual return | 14.02% | 19.20%-5.2pp | 91.61%-77.6pp | 59.29%-45.3pp |
| Employer contribution / active EE | $1,869 | $2,048-8.7% | $2,541-26.4% | $2,234-16.3% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,805-100.0% |
| Admin fee / account holder | $133 | $184-27.9% | $6,795-98.0% | $158-15.9% |