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 |
|---|---|---|
Filed as: PRIVATE ADVISOR GROUP Service code 99 · EIN 27-3463733 | Other Fees | $7,065 |
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 | $40,860 | $71,192-42.6% | $117,854-65.3% | $62,292-34.4% |
| Participation rate | 97.7% | 74.2%+23.5pp | 79.7%+18.1pp | 69.5%+28.2pp |
| Annual return | 14.31% | 18.66%-4.3pp | 335.08%-320.8pp | 28.90%-14.6pp |
| Employer contribution / active EE | $1,680 | $1,934-13.1% | $3,786-55.6% | $2,042-17.7% |
| Participant deferral / active EE | $3,596 | $3,189+12.8% | $4,482-19.8% | $3,169+13.5% |
| Admin fee / account holder | $31 | $587-94.7% | $8,020-99.6% | $479-93.5% |