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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $119,728 |
THE PFE GROUP3 years Service code 16 · EIN 71-1036677 | Consulting | $59,272 |
CHUGH CPAS, LLP1 year Service code 16 · EIN 47-2202224 | Consulting | $18,517 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,893 | $101,523-67.6% | $141,162-76.7% | $77,787-57.7% |
| Participation rate | 90.5% | 77.4%+13.2pp | 82.5%+8.1pp | 73.2%+17.3pp |
| Annual return | 25.94% | 56.22%-30.3pp | 71.39%-45.5pp | 32.57%-6.6pp |
| Employer contribution / active EE | $1,381 | $3,341-58.7% | $4,735-70.8% | $2,504-44.9% |
| Participant deferral / active EE | $6,465 | $6,434+0.5% | $6,709-3.6% | $3,967+63.0% |
| Admin fee / account holder | $102 | $92+11.1% | $10,261-99.0% | $100+1.6% |