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 |
|---|---|---|
PFG4+ years Service code 14 · EIN 42-0127290 | Plan Administrator | $16,091 |
FNB WEALTH MANAGEMENT2 years Filed as: FNB Service code 19 · EIN 25-6037109 | Securities Custodian | $2,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,657 | $66,302-56.8% | $110,238-74.0% | $56,287-49.1% |
| Participation rate | 99.5% | 74.9%+24.6pp | 79.8%+19.7pp | 69.9%+29.7pp |
| Annual return | -2.87% | -1.18%-1.7pp | 314.74%-317.6pp | -9.96%+7.1pp |
| Employer contribution / active EE | $675 | $2,047-67.0% | $3,826-82.3% | $2,111-68.0% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $81 | $698-88.4% | $8,547-99.1% | $521-84.5% |