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 INVESTMENTS1 year Filed as: PFS INVESTMENTS,INC Service code 27 · EIN 58-1436188 | Advisory (Plan) | $13,784 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,071 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,904 | $60,323-75.3% | $81,812-81.8% | $74,495-80.0% |
| Participation rate | 82.1% | 62.9%+19.3pp | 72.3%+9.8pp | 67.2%+14.9pp |
| Annual return | 13.56% | 16.90%-3.3pp | 773.79%-760.2pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,274 | $2,620-51.4% | $2,912-56.3% | $2,623-51.4% |
| Participant deferral / active EE | $2,055 | $3,387-39.3% | $4,319-52.4% | $4,346-52.7% |
| Admin fee / account holder | $237 | $1,486-84.1% | $7,386-96.8% | $1,942-87.8% |