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 GROUP3+ years Filed as: PFE ADVISORS, INC. Service code 10 · EIN 71-1036677 | Accounting | $90,410 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $30,350 |
BPM LLP1 year Filed as: BURR, PILGER, MAYER Service code 10 · EIN 81-4234542 | Accounting | $18,120 |
BPM LLP3+ years Filed as: BURR PILGER MAYER Service code 49 · EIN 26-3839190 | Other Services | $17,115 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $127,490 | $104,251+22.3% | $91,001+40.1% | $147,584-13.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 20.50% | 27.06%-6.6pp | 4.60%+15.9pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,411 | $3,116-54.7% | $2,456-42.5% | $4,876-71.1% |
| Participant deferral / active EE | $39,264 | $4,195+836.0% | $3,547+1006.8% | $5,439+621.9% |
| Admin fee / account holder | $844 | $8,948-90.6% | $5,417-84.4% | $10,885-92.2% |