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, PLLC3 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 | $5,498 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $150,248 | $65,435+129.6% | $86,677+73.3% | $66,914+124.5% |
| Participation rate | 74.5% | 75.5%-0.9pp | 76.6%-2.1pp | 69.8%+4.7pp |
| Annual return | -18.53% | -10.89%-7.6pp | 35.91%-54.4pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,260 | $2,153-41.5% | $2,836-55.6% | $2,544-50.5% |
| Participant deferral / active EE | $5,558 | $4,100+35.6% | $4,656+19.4% | $4,237+31.2% |
| Admin fee / account holder | $97 | $642-84.9% | $7,493-98.7% | $593-83.7% |