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 Filed as: PRIVATE ADVISOR GROUP Service code 99 · EIN 27-3463733 65 MADISON AVE #300 · MORRISTOWN, NJ 07960 | Other Fees | $14,273 |
CONSULTING ACTUARIES, INC.3 years Service code 99 · EIN 11-1000111 330 PASSAIC AVE. · FAIRFIELD, NJ 07004 | Other Fees | $7,432 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 NOT PROVIDED · NOT PROVIDED, NM 00000 | Advisory (Plan) | $980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,993 | $100,801-55.4% | $149,696-69.9% | $73,409-38.7% |
| Participation rate | 50.4% | 77.7%-27.3pp | 82.5%-32.1pp | 72.2%-21.8pp |
| Annual return | 26.42% | 265.34%-238.9pp | 276.60%-250.2pp | 59.29%-32.9pp |
| Employer contribution / active EE | $904 | $3,312-72.7% | $4,644-80.5% | $2,234-59.5% |
| Participant deferral / active EE | $4,711 | $6,404-26.4% | $6,842-31.1% | $3,805+23.8% |
| Admin fee / account holder | $60 | $181-66.6% | $9,309-99.4% | $158-61.8% |