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 | $22,285 |
PYA, P.C.1 year Filed as: PYA, P.C, 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,230 | $56,485+40.3% | $185,823-57.4% | $86,799-8.7% |
| Participation rate | 48.2% | 65.5%-17.3pp | 81.7%-33.5pp | 72.3%-24.1pp |
| Annual return | 16.52% | 118.04%-101.5pp | 122.05%-105.5pp | 97.91%-81.4pp |
| Employer contribution / active EE | $775 | $1,843-58.0% | $5,167-85.0% | $2,405-67.8% |
| Participant deferral / active EE | $1,881 | $2,553-26.3% | $5,568-66.2% | $4,131-54.5% |
| Admin fee / account holder | $77 | $150-48.6% | $16,237-99.5% | $170-54.7% |