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 |
|---|---|---|
LALLY & CO., LLC2+ years Service code 10 · EIN 25-1846963 5700 CORPORATE DRIVE · PITTSBURGH, PA 15237 | Accounting | $6,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,707 | $80,753-58.3% | $136,294-75.3% | $62,292-45.9% |
| Participation rate | 73.5% | 73.5%-0.1pp | 81.9%-8.4pp | 69.5%+4.0pp |
| Annual return | 17.35% | 35.83%-18.5pp | 5155.94%-5138.6pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,020 | $2,884-64.6% | $4,695-78.3% | $2,042-50.1% |
| Participant deferral / active EE | $1,956 | $5,164-62.1% | $6,247-68.7% | $3,169-38.3% |
| Admin fee / account holder | $69 | $525-86.8% | $9,243-99.2% | $479-85.5% |