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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,878 |
PRIVATE ADVISOR GROUP LLC4 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $17,788 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,204 | $55,472-40.1% | $155,567-78.7% | $74,546-55.5% |
| Participation rate | 86.9% | 61.9%+25.0pp | 78.2%+8.7pp | 67.2%+19.7pp |
| Annual return | 9.85% | 268.72%-258.9pp | 64.74%-54.9pp | 1366.03%-1356.2pp |
| Employer contribution / active EE | $795 | $2,269-64.9% | $4,674-83.0% | $2,624-69.7% |
| Participant deferral / active EE | $3,684 | $2,838+29.8% | $5,628-34.5% | $4,347-15.3% |
| Admin fee / account holder | $267 | $1,743-84.7% | $15,916-98.3% | $1,944-86.3% |