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 |
|---|---|---|
EFPR GROUP, CPAS, PLLC2 years Filed as: EFPR GROUP, CPA'S, PC Service code 10 · EIN 47-4526160 | Accounting | $5,500 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,823 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,902 | $86,286+137.5% | $111,297+84.1% | $85,850+138.7% |
| Participation rate | 82.3% | 73.3%+9.0pp | 77.3%+5.0pp | 69.3%+13.0pp |
| Annual return | 11.40% | 19.99%-8.6pp | 54.65%-43.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,413 | $2,043-30.8% | $2,731-48.3% | $2,565-44.9% |
| Participant deferral / active EE | $6,149 | $3,641+68.9% | $4,487+37.0% | $3,952+55.6% |
| Admin fee / account holder | $99 | $8,188-98.8% | $7,964-98.8% | $6,260-98.4% |