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 LLC2 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $29,005 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,750 |
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 | $63,680 | $40,174+58.5% | $84,015-24.2% | $67,579-5.8% |
| Participation rate | 43.2% | 62.7%-19.4pp | 69.0%-25.8pp | 71.3%-28.0pp |
| Annual return | 23.35% | 25.82%-2.5pp | 71.31%-48.0pp | 378.56%-355.2pp |
| Employer contribution / active EE | $229 | $808-71.6% | $1,983-88.4% | $2,148-89.3% |
| Participant deferral / active EE | $2,079 | $2,301-9.6% | $3,239-35.8% | $3,539-41.3% |
| Admin fee / account holder | $168 | $128+31.2% | $6,101-97.2% | $142+18.4% |