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 |
|---|---|---|
PFS INVESTMENTS2 years Service code 55 · EIN 58-1436188 | Other Commissions | $22,789 |
Service code 60 | Sub-TA Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,444 | $101,317-52.2% | $146,958-67.0% | $74,495-35.0% |
| Participation rate | 92.0% | 75.5%+16.5pp | 82.2%+9.8pp | 67.2%+24.8pp |
| Annual return | 16.00% | 8730.91%-8714.9pp | 418.34%-402.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $2,847 | $3,810-25.3% | $4,933-42.3% | $2,623+8.5% |
| Participant deferral / active EE | $5,425 | $7,303-25.7% | $8,070-32.8% | $4,346+24.8% |
| Admin fee / account holder | -$6 | $1,739-100.3% | $12,998-100.0% | $1,942-100.3% |