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 | $130,445 |
THE PFE GROUP4 years Service code 16 · EIN 71-1036677 | Consulting | $49,018 |
CHUGH CPAS, LLP2 years Service code 16 · EIN 47-2202224 | Consulting | $43,000 |
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 | $39,189 | $127,481-69.3% | $149,696-73.8% | $90,288-56.6% |
| Participation rate | 90.8% | 78.2%+12.6pp | 82.5%+8.3pp | 73.4%+17.4pp |
| Annual return | 18.71% | 57.78%-39.1pp | 276.60%-257.9pp | 53.97%-35.3pp |
| Employer contribution / active EE | $1,101 | $3,448-68.1% | $4,644-76.3% | $2,524-56.4% |
| Participant deferral / active EE | $6,898 | $6,975-1.1% | $6,842+0.8% | $4,232+63.0% |
| Admin fee / account holder | $119 | $152-21.7% | $9,309-98.7% | $114+4.1% |