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 | $65,021 |
PRIVATE ADVISOR GROUP LLC5 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $18,628 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,499 | $49,915-20.9% | $154,803-74.5% | $74,304-46.8% |
| Participation rate | 88.0% | 54.0%+34.0pp | 78.1%+9.9pp | 60.3%+27.6pp |
| Annual return | 14.10% | 34.06%-20.0pp | 58.88%-44.8pp | 29.43%-15.3pp |
| Employer contribution / active EE | $888 | $1,611-44.9% | $4,305-79.4% | $2,241-60.4% |
| Participant deferral / active EE | $4,019 | $2,255+78.3% | $5,540-27.5% | $3,767+6.7% |
| Admin fee / account holder | $304 | $2,189-86.1% | $14,329-97.9% | $2,969-89.8% |