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 Service code 27 · EIN 71-1036677 | Advisory (Plan) | $32,533 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,782 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $265,522 | $76,552+246.9% | $123,892+114.3% | $62,891+322.2% |
| Participation rate | 96.8% | 73.0%+23.9pp | 81.4%+15.4pp | 69.3%+27.5pp |
| Annual return | 10.52% | 18.68%-8.2pp | 47.52%-37.0pp | 20.14%-9.6pp |
| Employer contribution / active EE | $3,584 | $2,883+24.3% | $4,617-22.4% | $2,281+57.1% |
| Participant deferral / active EE | $11,264 | $4,840+132.7% | $5,984+88.2% | $3,203+251.7% |
| Admin fee / account holder | $318 | $4,826-93.4% | $8,357-96.2% | $4,296-92.6% |