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 |
|---|---|---|
PFS INVESTMENTS4+ years Service code 55 · EIN 58-1436188 | Other Commissions | $22,847 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,377 | $42,810-52.4% | $169,463-88.0% | $55,725-63.4% |
| Participation rate | 43.5% | 64.7%-21.2pp | 77.8%-34.2pp | 70.9%-27.3pp |
| Annual return | -6.52% | -3.61%-2.9pp | 1.83%-8.3pp | 244.93%-251.4pp |
| Employer contribution / active EE | $618 | $1,402-55.9% | $4,159-85.1% | $2,078-70.3% |
| Participant deferral / active EE | $1,294 | $3,141-58.8% | $5,277-75.5% | $3,356-61.4% |
| Admin fee / account holder | $58 | $106-45.6% | $9,109-99.4% | $115-49.7% |