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 GROUP5 years Service code 16 153 CORDAVILLE ROAD · SOUTHBOROUGH, MA 01772 | Consulting | $47,774 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,924 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,783 | $78,419+26.0% | $133,956-26.3% | $73,409+34.6% |
| Participation rate | 75.9% | 78.6%-2.7pp | 79.8%-3.9pp | 72.2%+3.7pp |
| Annual return | 10.13% | 33.35%-23.2pp | 45.09%-35.0pp | 59.29%-49.2pp |
| Employer contribution / active EE | $1,857 | $2,044-9.1% | $3,919-52.6% | $2,234-16.9% |
| Participant deferral / active EE | $2,199 | $3,925-44.0% | $5,048-56.4% | $3,805-42.2% |
| Admin fee / account holder | $123 | $161-23.6% | $8,927-98.6% | $158-21.9% |