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 GROUP6+ years Filed as: PFE GROUP Service code 16 · EIN 71-1036677 | Consulting | $161,127 |
EISNERAMPER LLP1 year Filed as: EISNERAMPER Service code 10 · EIN 13-1639826 | Accounting | $38,380 |
WOLF & COMPANY, P.C.6+ years Service code 10 · EIN 04-2689883 | Accounting | $16,662 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$76,821 |
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 | $131,377 | $127,481+3.1% | $149,696-12.2% | $90,288+45.5% |
| Participation rate | 97.8% | 78.2%+19.6pp | 82.5%+15.4pp | 73.4%+24.5pp |
| Annual return | 32.57% | 57.78%-25.2pp | 276.60%-244.0pp | 53.97%-21.4pp |
| Employer contribution / active EE | $5,062 | $3,448+46.8% | $4,644+9.0% | $2,524+100.6% |
| Participant deferral / active EE | $12,335 | $6,975+76.8% | $6,842+80.3% | $4,232+191.4% |
| Admin fee / account holder | $152 | $1520% | $9,309-98.4% | $114+33.0% |