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 | $44,984+11.6% | $85,009-41.0% | $74,546-32.7% |
| Participation rate | 99.3% | 49.4%+49.9pp | 67.5%+31.8pp | 67.2%+32.1pp |
| Annual return | 11.38% | 26.25%-14.9pp | 66.47%-55.1pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $1,200 | $1,458-17.7% | $2,728-56.0% | $2,624-54.3% |
| Participant deferral / active EE | $3,331 | $2,733+21.9% | $4,522-26.3% | $4,347-23.4% |
| Admin fee / account holder | $420 | $2,208-81.0% | $6,153-93.2% | $1,944-78.4% |