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) | $22,087 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,196 | $44,960+11.6% | $84,966-40.9% | $74,495-32.6% |
| Participation rate | 99.3% | 49.4%+49.9pp | 67.5%+31.8pp | 67.2%+32.1pp |
| Annual return | 11.38% | 26.24%-14.9pp | 66.38%-55.0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,200 | $1,457-17.7% | $2,727-56.0% | $2,623-54.3% |
| Participant deferral / active EE | $3,331 | $2,731+22.0% | $4,519-26.3% | $4,346-23.4% |
| Admin fee / account holder | $420 | $2,209-81.0% | $6,149-93.2% | $1,942-78.4% |