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 |
|---|---|---|
PFG ADVISORS, LLC2 years Service code 26 · EIN 47-2483769 | Advisory (Participants) | $15,484 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,259 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,246 | $81,460-51.8% | $103,333-62.0% | $80,856-51.5% |
| Participation rate | 87.8% | 66.8%+21.0pp | 74.5%+13.3pp | 67.6%+20.2pp |
| Annual return | 9.69% | 25.55%-15.9pp | 24.88%-15.2pp | 35.59%-25.9pp |
| Employer contribution / active EE | $2,148 | $3,105-30.8% | $3,868-44.5% | $2,755-22.0% |
| Participant deferral / active EE | $5,415 | $3,869+40.0% | $5,057+7.1% | $4,296+26.0% |
| Admin fee / account holder | $628 | $6,566-90.4% | $8,355-92.5% | $6,918-90.9% |