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 | $16,799 |
PYA, P.C.6 years Service code 10 · EIN 62-1517792 | Accounting | $10,699 |
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 | $67,487 | $47,126+43.2% | $149,673-54.9% | $74,419-9.3% |
| Participation rate | 52.1% | 63.4%-11.3pp | 78.8%-26.7pp | 70.7%-18.6pp |
| Annual return | 17.16% | 22.75%-5.6pp | 134.42%-117.3pp | 34.38%-17.2pp |
| Employer contribution / active EE | $859 | $1,905-54.9% | $4,818-82.2% | $2,637-67.4% |
| Participant deferral / active EE | $2,267 | $2,728-16.9% | $5,680-60.1% | $4,528-49.9% |
| Admin fee / account holder | $55 | $343-84.0% | $13,210-99.6% | $348-84.3% |