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 |
|---|---|---|
PFG7 years Filed as: PFG PRIVATE WEALTH MANAGEMENT, LLC Service code 26 18572 N DALE MABRY HWY · LUTZ, FL 33548 | Advisory (Participants) | $30,186 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,775 | $93,571+43.0% | $135,903-1.6% | $75,163+78.0% |
| Participation rate | 64.0% | 75.2%-11.2pp | 81.9%-17.9pp | 67.2%-3.2pp |
| Annual return | 13.88% | 30.90%-17.0pp | 68.23%-54.4pp | 160.62%-146.7pp |
| Employer contribution / active EE | $3,049 | $3,537-13.8% | $4,856-37.2% | $2,670+14.2% |
| Participant deferral / active EE | $7,441 | $6,404+16.2% | $7,758-4.1% | $4,125+80.4% |
| Admin fee / account holder | $354 | $6,975-94.9% | $10,762-96.7% | $5,651-93.7% |