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 3-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 |
|---|---|---|
PFG ADVISORS, LLC1+ years Service code 26 · EIN 47-2483769 | Advisory (Participants) | $3,320 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $903 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,179 | $26,114-91.7% | $58,482-96.3% | $74,419-97.1% |
| Participation rate | 66.3% | 32.1%+34.2pp | 50.9%+15.4pp | 70.7%-4.5pp |
| Annual return | 0.00% | 32.51%-32.5pp | 4239.32%-4239.3pp | 34.38%-34.4pp |
| Employer contribution / active EE | $253 | $536-52.7% | $1,053-76.0% | $2,637-90.4% |
| Participant deferral / active EE | $1,568 | $1,075+45.9% | $1,924-18.5% | $4,528-65.4% |
| Admin fee / account holder | $21 | $649-96.7% | $2,516-99.2% | $348-93.9% |