See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DFPG INVESTMENTS INC1 year Filed as: DFPG INVESTMENTS, INC. Service code 26 · EIN 27-3648334 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,038 | $104,907+5.8% | $84,611+31.2% | $152,861-27.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 17.61% | 373.79%-356.2pp | 258.74%-241.1pp | 345.32%-327.7pp |
| Employer contribution / active EE | $6,420 | $3,302+94.4% | $2,652+142.1% | $4,762+34.8% |
| Participant deferral / active EE | $4,596 | $4,688-2.0% | $3,899+17.9% | $5,850-21.4% |
| Admin fee / account holder | $49,203 | $6,241+688.4% | $4,912+901.6% | $11,596+324.3% |