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 9-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 | $22,417 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $7,525 |
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 | $43,788 | $39,948+9.6% | $89,391-51.0% | $73,409-40.4% |
| Participation rate | 88.9% | 50.4%+38.5pp | 68.0%+21.0pp | 72.2%+16.8pp |
| Annual return | 26.05% | 50.12%-24.1pp | 245.62%-219.6pp | 59.29%-33.2pp |
| Employer contribution / active EE | $1,295 | $1,200+7.9% | $2,586-49.9% | $2,234-42.0% |
| Participant deferral / active EE | $4,318 | $2,193+96.9% | $3,890+11.0% | $3,805+13.5% |
| Admin fee / account holder | $110 | $134-17.9% | $4,881-97.7% | $158-30.2% |