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 27 · EIN 27-3463733 | Advisory (Plan) | $18,179 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,801 |
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 | $53,238 | $46,297+15.0% | $71,671-25.7% | $62,292-14.5% |
| Participation rate | 94.1% | 60.6%+33.5pp | 68.7%+25.4pp | 69.5%+24.6pp |
| Annual return | 13.13% | 22.32%-9.2pp | 20.65%-7.5pp | 28.90%-15.8pp |
| Employer contribution / active EE | $1,648 | $1,412+16.7% | $2,460-33.0% | $2,042-19.3% |
| Participant deferral / active EE | $3,264 | $2,235+46.0% | $3,438-5.1% | $3,169+3.0% |
| Admin fee / account holder | $149 | $461-67.6% | $5,558-97.3% | $479-68.9% |