See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,178 |
THE PFE GROUP6+ years Service code 16 · EIN 71-1036677 | Consulting | $35,094 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $413,192 | $98,750+318.4% | $149,696+176.0% | $79,858+417.4% |
| Participation rate | 98.7% | 75.8%+23.0pp | 82.5%+16.3pp | 69.6%+29.1pp |
| Annual return | 13.75% | 27.43%-13.7pp | 276.60%-262.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $3,781 | $3,216+17.5% | $4,644-18.6% | $2,471+53.0% |
| Participant deferral / active EE | $14,405 | $5,680+153.6% | $6,842+110.6% | $3,740+285.2% |
| Admin fee / account holder | $571 | $6,053-90.6% | $9,309-93.9% | $5,306-89.2% |