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 |
|---|---|---|
DFPG INVESTMENTS INC4 years Filed as: DFPG INVESTMENTS, INC. Service code 26 · EIN 27-3648334 | Advisory (Participants) | $4,747 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $4,747 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $96 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,249 | $93,024+5.6% | $77,024+27.6% | $134,475-26.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.23% | 62.60%-78.8pp | 42.32%-58.5pp | 417.96%-434.2pp |
| Employer contribution / active EE | $8,459 | $3,418+147.5% | $2,812+200.8% | $4,740+78.5% |
| Participant deferral / active EE | $6,352 | $5,238+21.3% | $4,426+43.5% | $6,400-0.7% |
| Admin fee / account holder | $27,965 | $6,944+302.7% | $5,425+415.5% | $11,426+144.8% |