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 |
|---|---|---|
PRESNELL GAGE PLLC1+ years Filed as: PRESNELL GAGE, PLLC Service code 10 · EIN 20-1943775 1216 IDAHO STREET · LEWISTON, ID 83501 | Accounting | $5,250 |
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 | $16,430 | $26,805-38.7% | $59,496-72.4% | $52,331-68.6% |
| Participation rate | 47.9% | 39.3%+8.6pp | 54.6%-6.7pp | 68.1%-20.2pp |
| Annual return | -2.39% | 2.61%-5.0pp | 182.05%-184.4pp | 4.54%-6.9pp |
| Employer contribution / active EE | $396 | $450-12.0% | $1,153-65.6% | $1,882-79.0% |
| Participant deferral / active EE | $734 | $916-19.9% | $1,829-59.9% | $3,022-75.7% |
| Admin fee / account holder | $35 | $305-88.6% | $2,232-98.4% | $592-94.1% |