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, LLC3+ years Service code 26 · EIN 47-2483769 | Advisory (Participants) | $15,076 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $11,797 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,288 | $30,588-86.0% | $53,898-92.0% | $85,563-95.0% |
| Participation rate | 80.9% | 26.3%+54.6pp | 55.0%+26.0pp | 66.0%+15.0pp |
| Annual return | 23.15% | 50.42%-27.3pp | 528.60%-505.5pp | 31.51%-8.4pp |
| Employer contribution / active EE | $302 | $436-30.7% | $932-67.6% | $2,654-88.6% |
| Participant deferral / active EE | $1,899 | $848+124.0% | $1,826+4.0% | $4,375-56.6% |
| Admin fee / account holder | $100 | $1,879-94.7% | $2,491-96.0% | $834-88.0% |