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 INVESTMENTS1+ years Filed as: PFS Service code 15 · EIN 58-1485803 3700 CRESTWOOD PARKWAY SUITE 550 · DULUTH, GA 30097 | Recordkeeping | $7,572 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,053 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,294 | $22,714+2.6% | $59,496-60.8% | $55,191-57.8% |
| Participation rate | 48.6% | 37.5%+11.2pp | 54.6%-5.9pp | 69.2%-20.5pp |
| Annual return | -0.08% | -44.01%+43.9pp | 182.05%-182.1pp | 10.78%-10.9pp |
| Employer contribution / active EE | $718 | $418+71.9% | $1,153-37.7% | $1,899-62.2% |
| Participant deferral / active EE | $1,397 | $843+65.7% | $1,829-23.6% | $3,046-54.1% |
| Admin fee / account holder | $47 | $83-43.8% | $2,232-97.9% | $91-48.4% |