See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIVATE ADVISOR GROUP, LLC Service code 26 · EIN 27-3463733 | Advisory (Participants) | $1,572 |
Service code 15 · EIN 13-3646501 | Recordkeeping | $159 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $3,350 | $46,297-92.8% | $71,671-95.3% | $62,292-94.6% |
| Participation rate | 92.9% | 60.6%+32.3pp | 68.7%+24.2pp | 69.5%+23.4pp |
| Annual return | 44.69% | 22.32%+22.4pp | 20.65%+24.0pp | 28.90%+15.8pp |
| Employer contribution / active EE | $518 | $1,412-63.3% | $2,460-79.0% | $2,042-74.7% |
| Participant deferral / active EE | $1,517 | $2,235-32.1% | $3,438-55.9% | $3,169-52.1% |
| Admin fee / account holder | $43 | $461-90.7% | $5,558-99.2% | $479-91.0% |