See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JOHANSON & YAU2 years Filed as: JOHANSON & YAU ACCOUNTANCY CORP Service code 10 · EIN 94-2702860 | Accounting | $9,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $89,652-100.0% | $141,162-100.0% | $65,185-100.0% |
| Participation rate | 0.0% | 74.7%-74.7pp | 82.5%-82.5pp | 70.2%-70.2pp |
| Annual return | 25.82% | 32.79%-7.0pp | 71.39%-45.6pp | 29.38%-3.6pp |
| Employer contribution / active EE | $3,230 | $3,065+5.4% | $4,735-31.8% | $2,177+48.4% |
| Participant deferral / active EE | $9,083 | $5,691+59.6% | $6,709+35.4% | $3,514+158.5% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |