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 | $24,180 |
PYA, P.C.6 years Service code 10 · EIN 62-1517792 | Accounting | $10,702 |
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 | $79,041 | $47,126+67.7% | $149,673-47.2% | $74,419+6.2% |
| Participation rate | 52.9% | 63.4%-10.5pp | 78.8%-25.9pp | 70.7%-17.8pp |
| Annual return | 18.10% | 22.75%-4.6pp | 134.42%-116.3pp | 34.38%-16.3pp |
| Employer contribution / active EE | $1,057 | $1,905-44.5% | $4,818-78.1% | $2,637-59.9% |
| Participant deferral / active EE | $2,637 | $2,728-3.3% | $5,680-53.6% | $4,528-41.8% |
| Admin fee / account holder | $53 | $343-84.5% | $13,210-99.6% | $348-84.7% |