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 GROUP2 years Filed as: PFE Service code 10 · EIN 71-1036677 | Accounting | $101,344 |
WOLF & COMPANY, P.C.5+ years Service code 10 · EIN 04-2689883 | Accounting | $16,741 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$84,515 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $117,693 | $101,523+15.9% | $141,162-16.6% | $77,787+51.3% |
| Participation rate | 97.1% | 77.4%+19.8pp | 82.5%+14.7pp | 73.2%+23.9pp |
| Annual return | 26.58% | 56.22%-29.6pp | 71.39%-44.8pp | 32.57%-6.0pp |
| Employer contribution / active EE | $3,913 | $3,341+17.1% | $4,735-17.4% | $2,504+56.2% |
| Participant deferral / active EE | $11,588 | $6,434+80.1% | $6,709+72.7% | $3,967+192.1% |
| Admin fee / account holder | $99 | $92+8.0% | $10,261-99.0% | $100-1.2% |