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 3200 N. CENTRAL AVE. · PHOENIX, AZ 85012 | Advisory (Participants) | $28,322 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $690 |
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 | $24,936 | $69,763-64.3% | $67,502-63.1% | $74,495-66.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 10.47% | -40.34%+50.8pp | 3512.12%-3501.7pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $810 | $2,704-70.0% | $2,731-70.3% | $2,623-69.1% |
| Participant deferral / active EE | $1,107 | $3,636-69.6% | $4,000-72.3% | $4,346-74.5% |
| Admin fee / account holder | $456 | $896-49.1% | $3,998-88.6% | $1,942-76.5% |