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 LLC4 years Filed as: PRIVATE ADVISOR GROUP Service code 99 · EIN 27-3463733 | Other Fees | $84,443 |
E.R.I.S.A., INC.1 year Filed as: E.R.I.S.A., INC Service code 99 · EIN 36-3180571 | Other Fees | $19,084 |
FRIEDMAN & ANSPACH1 year Filed as: FRIEDMAN LLP Service code 99 · EIN 13-1610809 | Other Fees | $18,025 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,382 | $69,159-12.7% | $125,175-51.8% | $67,579-10.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 79.8%+20.2pp | 71.3%+28.7pp |
| Annual return | 18.97% | 27.12%-8.2pp | 43.79%-24.8pp | 378.56%-359.6pp |
| Employer contribution / active EE | $3,366 | $2,023+66.4% | $3,865-12.9% | $2,148+56.7% |
| Participant deferral / active EE | $4,483 | $3,700+21.2% | $4,937-9.2% | $3,539+26.7% |
| Admin fee / account holder | $341 | $142+140.3% | $9,702-96.5% | $142+139.4% |