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 |
|---|---|---|
PFG3 years Filed as: PFG PRIVATE WEALTH MANAGEMENT, LLC Service code 26 18572 N DALE MABRY HWY · LUTZ, FL 33548 | Advisory (Participants) | $34,922 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $6,276 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,755 | $89,652+16.8% | $141,162-25.8% | $65,185+60.7% |
| Participation rate | 72.5% | 74.7%-2.2pp | 82.5%-10.0pp | 70.2%+2.3pp |
| Annual return | 18.57% | 32.79%-14.2pp | 71.39%-52.8pp | 29.38%-10.8pp |
| Employer contribution / active EE | $3,130 | $3,065+2.1% | $4,735-33.9% | $2,177+43.8% |
| Participant deferral / active EE | $5,552 | $5,691-2.4% | $6,709-17.2% | $3,514+58.0% |
| Admin fee / account holder | $234 | $569-58.8% | $10,261-97.7% | $847-72.4% |