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 |
|---|---|---|
H2R CPA10+ years Service code 10 · EIN 25-1031723 875 GREENTREE ROAD, SUITE 1000 · PITTSBURGH, PA 15220 | Accounting | $34,795 |
GOFF BACKA ALFERA & COMPANY10+ years Service code 34 · EIN 25-1871184 3325 SAW MILL RUN BOULEVARD, STE A · PITTSBURGH, PA 15227 | Valuation (appraisals, etc.) | $26,500 |
REED SMITH LLP10+ years Service code 29 · EIN 25-0749630 225 FIFTH AVENUE · PITTSBURGH, PA 15222 | Legal | $5,381 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,019 | $98,727-57.4% | $113,168-62.9% | $85,563-50.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 76.6%+23.4pp | 66.0%+34.0pp |
| Annual return | 4.22% | 17.43%-13.2pp | 24.27%-20.0pp | 31.51%-27.3pp |
| Employer contribution / active EE | $2,408 | $2,907-17.2% | $2,975-19.1% | $2,654-9.3% |
| Participant deferral / active EE | $0 | $5,424-100.0% | $5,107-100.0% | $4,375-100.0% |
| Admin fee / account holder | $122 | $357-65.8% | $12,068-99.0% | $834-85.4% |