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 9-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 |
|---|---|---|
DFPG INVESTMENTS INC1 year Filed as: DFPG INVESTMENTS, INC. Service code 27 9017 S RIVERSIDE DRIVE #200 · SANDY, UT 84070 | Advisory (Plan) | $5,207 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,107 | $58,726-84.5% | $92,233-90.1% | $62,292-85.4% |
| Participation rate | 55.0% | 68.3%-13.3pp | 76.5%-21.5pp | 69.5%-14.5pp |
| Annual return | 26.84% | 43.62%-16.8pp | 176.28%-149.4pp | 28.90%-2.1pp |
| Employer contribution / active EE | $1,669 | $2,392-30.2% | $3,679-54.6% | $2,042-18.3% |
| Participant deferral / active EE | $1,328 | $2,766-52.0% | $3,897-65.9% | $3,169-58.1% |
| Admin fee / account holder | $88 | $556-84.2% | $5,194-98.3% | $479-81.6% |