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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC3+ years Filed as: PRIVATE ADVISOR GROUP Service code 27 · EIN 27-3463733 | Advisory (Plan) | $19,918 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,559 | $48,064+26.0% | $78,778-23.1% | $69,631-13.0% |
| Participation rate | 48.2% | 61.6%-13.4pp | 69.2%-21.0pp | 70.7%-22.5pp |
| Annual return | 18.00% | 21.81%-3.8pp | 35.62%-17.6pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $252 | $744-66.1% | $1,986-87.3% | $2,032-87.6% |
| Participant deferral / active EE | $2,318 | $2,079+11.5% | $2,958-21.6% | $3,224-28.1% |
| Admin fee / account holder | $150 | $152-1.4% | $5,134-97.1% | $110+35.8% |