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 GROUP1 year Service code 27 · EIN 71-1036677 | Advisory (Plan) | $10,266 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $25 |
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 | $64,123 | $46,674+37.4% | $117,472-45.4% | $68,494-6.4% |
| Participation rate | 90.6% | 56.8%+33.8pp | 70.6%+20.0pp | 67.9%+22.7pp |
| Annual return | -13.67% | -14.52%+0.8pp | 29.74%-43.4pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,340 | $1,505-10.9% | $4,176-67.9% | $2,596-48.4% |
| Participant deferral / active EE | $2,031 | $2,636-23.0% | $4,070-50.1% | $4,027-49.6% |
| Admin fee / account holder | $63 | $4,020-98.4% | $5,645-98.9% | $5,403-98.8% |