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 |
|---|---|---|
PVG ASSET MANAGEMENT1 year Filed as: SIPCO PVG Service code 27 · EIN 84-1060461 | Advisory (Plan) | $43,448 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,066 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,344 | $34,242-26.0% | $76,523-66.9% | $75,289-66.3% |
| Participation rate | 27.8% | 43.9%-16.1pp | 68.0%-40.2pp | 72.4%-44.6pp |
| Annual return | -5.22% | -0.98%-4.2pp | -0.27%-5.0pp | -0.04%-5.2pp |
| Employer contribution / active EE | $56 | $975-94.2% | $2,647-97.9% | $2,405-97.7% |
| Participant deferral / active EE | $2,707 | $1,872+44.6% | $3,835-29.4% | $3,739-27.6% |
| Admin fee / account holder | $109 | $112-2.6% | $4,848-97.8% | $102+6.6% |