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 | $28,286 |
PYA, P.C.5 years Service code 10 · EIN 62-1517792 | Accounting | $10,226 |
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 | $67,850 | $46,292+46.6% | $143,757-52.8% | $64,808+4.7% |
| Participation rate | 53.7% | 64.2%-10.5pp | 80.3%-26.6pp | 71.5%-17.7pp |
| Annual return | -16.52% | -10.05%-6.5pp | -0.04%-16.5pp | 32.82%-49.3pp |
| Employer contribution / active EE | $1,041 | $1,910-45.5% | $4,951-79.0% | $2,506-58.5% |
| Participant deferral / active EE | $2,532 | $2,646-4.3% | $5,637-55.1% | $4,310-41.3% |
| Admin fee / account holder | $57 | $154-62.7% | $14,673-99.6% | $188-69.5% |