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 | $39,444 |
PYA, P.C.4 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.
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 | $81,129 | $56,485+43.6% | $185,823-56.3% | $86,799-6.5% |
| Participation rate | 58.1% | 65.5%-7.4pp | 81.7%-23.6pp | 72.3%-14.2pp |
| Annual return | 14.33% | 118.04%-103.7pp | 122.05%-107.7pp | 97.91%-83.6pp |
| Employer contribution / active EE | $1,071 | $1,843-41.9% | $5,167-79.3% | $2,405-55.5% |
| Participant deferral / active EE | $2,731 | $2,553+7.0% | $5,568-50.9% | $4,131-33.9% |
| Admin fee / account holder | $70 | $150-53.2% | $16,237-99.6% | $170-58.7% |