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 6-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 |
|---|---|---|
PFG2 years Service code 14 · EIN 42-1520346 | Plan Administrator | $28,332 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $23,733 | $106,028-77.6% | $146,958-83.9% | $77,643-69.4% |
| Participation rate | 99.8% | 78.4%+21.4pp | 82.2%+17.6pp | 70.6%+29.2pp |
| Annual return | 53.58% | 56.73%-3.2pp | 418.34%-364.8pp | 31.24%+22.3pp |
| Employer contribution / active EE | $1,058 | $4,063-74.0% | $4,933-78.6% | $2,726-61.2% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $66 | $337-80.6% | $12,998-99.5% | $430-84.8% |