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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,117 |
PYA, P.C.1 year Service code 10 · EIN 62-1517792 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,952 | $37,196+45.0% | $154,107-65.0% | $55,725-3.2% |
| Participation rate | 48.7% | 64.1%-15.4pp | 83.0%-34.3pp | 70.9%-22.2pp |
| Annual return | -5.09% | 1319.68%-1324.8pp | 735.12%-740.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $607 | $1,614-62.4% | $5,298-88.6% | $2,078-70.8% |
| Participant deferral / active EE | $1,271 | $2,068-38.6% | $5,081-75.0% | $3,356-62.1% |
| Admin fee / account holder | $61 | $102-39.9% | $13,411-99.5% | $115-47.0% |