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, LLC1 year Service code 26 · EIN 47-2483769 3200 N. CENTRAL AVE. · PHOENIX, AZ 85012 | Advisory (Participants) | $13,397 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $666 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,370 | $65,557-67.4% | $64,056-66.6% | $71,457-70.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 8.00% | 18.94%-10.9pp | 33.69%-25.7pp | 28.85%-20.9pp |
| Employer contribution / active EE | $800 | $2,669-70.0% | $2,747-70.9% | $2,588-69.1% |
| Participant deferral / active EE | $1,068 | $3,626-70.5% | $3,880-72.5% | $4,289-75.1% |
| Admin fee / account holder | $413 | $616-33.0% | $3,068-86.5% | $1,587-74.0% |