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 |
|---|---|---|
THE PFE GROUP3+ years Filed as: PFE GROUP Service code 16 · EIN 71-1036677 | Consulting | $143,671 |
WOLF & COMPANY, P.C.3+ years Service code 16 · EIN 04-2689883 | Consulting | $16,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$112,042 |
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 | $106,953 | $96,458+10.9% | $136,294-21.5% | $77,958+37.2% |
| Participation rate | 95.6% | 75.4%+20.3pp | 81.9%+13.7pp | 71.6%+24.0pp |
| Annual return | 20.84% | 23.78%-2.9pp | 5155.94%-5135.1pp | 20.87%0pp |
| Employer contribution / active EE | $3,611 | $3,144+14.9% | $4,695-23.1% | $2,310+56.3% |
| Participant deferral / active EE | $10,644 | $5,902+80.3% | $6,247+70.4% | $3,537+201.0% |
| Admin fee / account holder | $104 | $80+29.5% | $9,243-98.9% | $97+7.0% |