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 |
|---|---|---|
PFG6 years Filed as: PFG PRIVATE WEALTH MANAGEMENT, LLC Service code 26 18572 N DALE MABRY HWY · LUTZ, FL 33548 | Advisory (Participants) | $36,261 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,406 | $82,664+38.4% | $125,339-8.7% | $68,494+67.0% |
| Participation rate | 64.7% | 75.0%-10.3pp | 82.4%-17.7pp | 67.9%-3.2pp |
| Annual return | -15.13% | -5.97%-9.2pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $4,383 | $3,381+29.6% | $4,814-8.9% | $2,596+68.8% |
| Participant deferral / active EE | $10,356 | $6,110+69.5% | $7,446+39.1% | $4,027+157.2% |
| Admin fee / account holder | $299 | $6,275-95.2% | $10,010-97.0% | $5,403-94.5% |