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 13 · EIN 06-1050034 | Contract Administrator | $164,011 |
THE PFE GROUP3+ years Filed as: PFE ADVISORS, INC. Service code 27 · EIN 71-1036677 | Advisory (Plan) | $96,772 |
EIDE BAILLY LLP3+ years Service code 10 · EIN 45-0250958 | Accounting | $21,400 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $93,864 | $96,458-2.7% | $136,294-31.1% | $77,958+20.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.9%+18.1pp | 71.6%+28.4pp |
| Annual return | 21.12% | 23.78%-2.7pp | 5155.94%-5134.8pp | 20.87%+0.3pp |
| Employer contribution / active EE | $3,282 | $3,144+4.4% | $4,695-30.1% | $2,310+42.1% |
| Participant deferral / active EE | $7,285 | $5,902+23.4% | $6,247+16.6% | $3,537+106.0% |
| Admin fee / account holder | $106 | $80+31.4% | $9,243-98.9% | $97+8.6% |