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 | $147,485 |
THE PFE GROUP5 years Service code 16 · EIN 71-1036677 | Consulting | $35,839 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,788 | $120,450-65.3% | $159,436-73.8% | $93,030-55.1% |
| Participation rate | 91.7% | 78.0%+13.7pp | 82.8%+8.9pp | 73.9%+17.8pp |
| Annual return | 16.56% | 27.11%-10.6pp | 263.57%-247.0pp | 158.70%-142.1pp |
| Employer contribution / active EE | $1,320 | $3,526-62.5% | $4,829-72.7% | $2,706-51.2% |
| Participant deferral / active EE | $6,833 | $7,283-6.2% | $7,352-7.1% | $4,562+49.8% |
| Admin fee / account holder | $93 | $137-31.9% | $10,799-99.1% | $152-38.6% |