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 & COMPANY9+ years Service code 34 · EIN 25-1871184 3325 SAW MILL RUN BOULEVARD, STE A · PITTSBURGH, PA 15227 | Valuation (appraisals, etc.) | $25,475 |
H2R CPA9+ years Service code 10 · EIN 25-1031723 875 GREENTREE ROAD, SUITE 1000 · PITTSBURGH, PA 15220 | Accounting | $22,765 |
REED SMITH LLP9+ years Service code 29 · EIN 25-0749630 225 FIFTH AVENUE · PITTSBURGH, PA 15222 | Legal | $12,987 |
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 | $41,709 | $88,890-53.1% | $102,423-59.3% | $77,643-46.3% |
| Participation rate | 98.1% | 80.9%+17.2pp | 76.5%+21.6pp | 70.6%+27.6pp |
| Annual return | 0.77% | 24.98%-24.2pp | 29.32%-28.6pp | 31.24%-30.5pp |
| Employer contribution / active EE | $2,116 | $2,698-21.6% | $3,023-30.0% | $2,726-22.4% |
| Participant deferral / active EE | $0 | $5,145-100.0% | $5,053-100.0% | $4,647-100.0% |
| Admin fee / account holder | $134 | $235-43.2% | $9,451-98.6% | $430-68.9% |