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, LLC2+ years Service code 26 · EIN 47-2483769 | Advisory (Participants) | $10,429 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $7,022 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $3,279 | $29,548-88.9% | $56,411-94.2% | $77,643-95.8% |
| Participation rate | 68.2% | 32.7%+35.5pp | 52.5%+15.7pp | 70.6%-2.4pp |
| Annual return | 15.70% | 19.01%-3.3pp | 1701.33%-1685.6pp | 31.24%-15.5pp |
| Employer contribution / active EE | $234 | $568-58.7% | $1,039-77.4% | $2,726-91.4% |
| Participant deferral / active EE | $1,473 | $1,061+38.9% | $1,952-24.5% | $4,647-68.3% |
| Admin fee / account holder | $67 | $1,046-93.6% | $2,829-97.6% | $430-84.5% |