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 Service code 16 · EIN 71-1036677 | Consulting | $33,240 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,135 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $314,565 | $85,766+266.8% | $136,294+130.8% | $70,131+348.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.71% | 31.45%-14.7pp | 5155.94%-5139.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $3,899 | $2,966+31.5% | $4,695-17.0% | $2,342+66.5% |
| Participant deferral / active EE | $12,742 | $5,051+152.3% | $6,247+104.0% | $3,332+282.5% |
| Admin fee / account holder | $405 | $5,420-92.5% | $9,243-95.6% | $4,645-91.3% |