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 | $43,665 |
PYA, P.C.2 years Service code 10 · EIN 62-1517792 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $62,665 | $62,928-0.4% | $172,739-63.7% | $67,579-7.3% |
| Participation rate | 60.2% | 64.5%-4.3pp | 82.6%-22.4pp | 71.3%-11.1pp |
| Annual return | 20.56% | 30.36%-9.8pp | 802.84%-782.3pp | 378.56%-358.0pp |
| Employer contribution / active EE | $1,115 | $1,636-31.8% | $5,143-78.3% | $2,148-48.1% |
| Participant deferral / active EE | $2,214 | $2,145+3.2% | $5,198-57.4% | $3,539-37.5% |
| Admin fee / account holder | $75 | $167-55.2% | $13,954-99.5% | $142-47.6% |