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 |
|---|---|---|
PFG4 years Filed as: PFG PRIVATE WEALTH MANAGEMENT, LLC Service code 26 18572 N DALE MABRY HWY · LUTZ, FL 33548 | Advisory (Participants) | $34,735 |
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 | $112,260 | $99,957+12.3% | $149,696-25.0% | $73,488+52.8% |
| Participation rate | 70.1% | 75.7%-5.6pp | 82.5%-12.4pp | 70.7%-0.6pp |
| Annual return | 13.82% | 53.87%-40.1pp | 276.60%-262.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $2,995 | $3,191-6.1% | $4,644-35.5% | $2,270+31.9% |
| Participant deferral / active EE | $6,058 | $6,073-0.2% | $6,842-11.5% | $3,740+62.0% |
| Admin fee / account holder | $223 | $551-59.5% | $9,309-97.6% | $513-56.5% |