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 5-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 04-2747786 | Loan Processing | $22,181 |
WALTERS & SKLYAR LLP1 year Filed as: WALTERS & SKYLAR LLP Service code 10 21700 OXNARD STREET · WOODLAND HILLS, CA 91367 | Accounting | $19,750 |
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 | $97,826 | $55,453+76.4% | $170,442-42.6% | $62,292+57.0% |
| Participation rate | 46.8% | 66.4%-19.6pp | 83.6%-36.8pp | 69.5%-22.7pp |
| Annual return | 18.41% | 21.38%-3.0pp | 205.93%-187.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,267 | $2,164-41.4% | $5,433-76.7% | $2,042-38.0% |
| Participant deferral / active EE | $2,450 | $2,303+6.4% | $4,939-50.4% | $3,169-22.7% |
| Admin fee / account holder | $8 | $455-98.1% | $13,880-99.9% | $479-98.2% |