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 GROUP5+ years Filed as: PFE ADVISORS, INC. Service code 10 · EIN 71-1036677 | Accounting | $32,894 |
Service code 10 · EIN 06-1050034 | Accounting | $28,552 |
BPM LLP3 years Filed as: BURR, PILGER, MAYER Service code 10 · EIN 81-4234542 | Accounting | $15,000 |
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 | $147,600 | $116,175+27.0% | $93,606+57.7% | $152,861-3.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 23.66% | 35.96%-12.3pp | 32.76%-9.1pp | 345.32%-321.7pp |
| Employer contribution / active EE | $8,012 | $3,218+149.0% | $2,718+194.8% | $4,762+68.2% |
| Participant deferral / active EE | $18,072 | $4,603+292.6% | $4,069+344.2% | $5,850+208.9% |
| Admin fee / account holder | $541 | $10,748-95.0% | $7,888-93.1% | $11,596-95.3% |