See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PFS INVESTMENTS3 years Service code 55 · EIN 58-1436188 | Other Commissions | $10,719 |
Service code 37 · EIN 04-2647786 | Loan Processing | $469 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,945 | $56,357-22.0% | $104,294-57.9% | $68,494-35.8% |
| Participation rate | 75.8% | 63.3%+12.5pp | 73.3%+2.5pp | 67.9%+7.9pp |
| Annual return | -18.19% | -9.19%-9.0pp | 24.61%-42.8pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,624 | $1,960-17.1% | $3,372-51.8% | $2,596-37.4% |
| Participant deferral / active EE | $4,431 | $3,077+44.0% | $4,625-4.2% | $4,027+10.0% |
| Admin fee / account holder | $5 | $4,903-99.9% | $7,339-99.9% | $5,403-99.9% |