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 | $13,655 |
PYA, P.C.2 years Service code 10 · EIN 62-1517792 | Accounting | $10,200 |
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 | $58,913 | $62,928-6.4% | $172,739-65.9% | $67,579-12.8% |
| Participation rate | 46.3% | 64.5%-18.2pp | 82.6%-36.4pp | 71.3%-25.0pp |
| Annual return | 21.92% | 30.36%-8.4pp | 802.84%-780.9pp | 378.56%-356.6pp |
| Employer contribution / active EE | $566 | $1,636-65.4% | $5,143-89.0% | $2,148-73.7% |
| Participant deferral / active EE | $1,253 | $2,145-41.6% | $5,198-75.9% | $3,539-64.6% |
| Admin fee / account holder | $57 | $167-66.1% | $13,954-99.6% | $142-60.3% |