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 10-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 |
|---|---|---|
PFS INVESTMENTS3 years Filed as: PFS INVESTMENTS INC. Service code 99 · EIN 58-1436188 | Other Fees | $38,875 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $23,917 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7,089 |
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 | $33,063 | $52,670-37.2% | $90,404-63.4% | $73,409-55.0% |
| Participation rate | 79.3% | 67.7%+11.6pp | 72.7%+6.6pp | 72.2%+7.1pp |
| Annual return | 15.36% | 20.70%-5.3pp | 1293.02%-1277.7pp | 59.29%-43.9pp |
| Employer contribution / active EE | $829 | $1,872-55.7% | $3,262-74.6% | $2,234-62.9% |
| Participant deferral / active EE | $2,252 | $2,807-19.8% | $3,963-43.2% | $3,805-40.8% |
| Admin fee / account holder | $45 | $117-61.1% | $5,611-99.2% | $158-71.2% |