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 |
|---|---|---|
PAI1 year Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $11,880 |
DFPG INVESTMENTS INC2 years Filed as: DFPG INVESTMENTS, INC. Service code 27 9017 S RIVERSIDE DRIVE #200 · SANDY, UT 84070 | Advisory (Plan) | $11,776 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,396 | $56,443-79.8% | $83,848-86.4% | $55,725-79.5% |
| Participation rate | 60.2% | 72.0%-11.9pp | 76.1%-16.0pp | 70.9%-10.7pp |
| Annual return | -12.92% | 393.67%-406.6pp | 850.88%-863.8pp | 244.93%-257.8pp |
| Employer contribution / active EE | $3,371 | $2,682+25.7% | $3,631-7.2% | $2,078+62.2% |
| Participant deferral / active EE | $1,678 | $2,965-43.4% | $4,082-58.9% | $3,356-50.0% |
| Admin fee / account holder | $129 | $156-17.5% | $5,478-97.6% | $115+11.9% |