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, LLC3 years Service code 26 · EIN 47-2483769 3200 N. CENTRAL AVE. · PHOENIX, AZ 85012 | Advisory (Participants) | $32,285 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $710 |
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 | $28,079 | $67,984-58.7% | $65,493-57.1% | $74,304-62.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 10.26% | 19.87%-9.6pp | 982.45%-972.2pp | 29.43%-19.2pp |
| Employer contribution / active EE | $949 | $2,491-61.9% | $2,574-63.1% | $2,241-57.7% |
| Participant deferral / active EE | $1,315 | $3,346-60.7% | $3,961-66.8% | $3,767-65.1% |
| Admin fee / account holder | $512 | $1,373-62.7% | $5,028-89.8% | $2,969-82.8% |