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 |
|---|---|---|
REED SMITH LLP8+ years Service code 29 · EIN 25-0749630 225 FIFTH AVENUE · PITTSBURGH, PA 15222 | Legal | $31,792 |
H2R CPA8+ years Service code 10 · EIN 25-1031723 875 GREENTREE ROAD, SUITE 1000 · PITTSBURGH, PA 15220 | Accounting | $25,601 |
GOFF BACKA ALFERA & COMPANY8+ years Service code 34 · EIN 25-1871184 3325 SAW MILL RUN BOULEVARD, STE A · PITTSBURGH, PA 15227 | Valuation (appraisals, etc.) | $24,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,768 | $99,078-56.8% | $96,544-55.7% | $74,419-42.5% |
| Participation rate | 97.6% | 80.7%+16.9pp | 76.0%+21.6pp | 70.7%+26.8pp |
| Annual return | -9.69% | 22.48%-32.2pp | 25.84%-35.5pp | 34.38%-44.1pp |
| Employer contribution / active EE | $1,251 | $2,570-51.3% | $2,965-57.8% | $2,637-52.6% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $123 | $225-45.4% | $8,252-98.5% | $348-64.7% |