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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.
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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC5+ years Filed as: PRIVATE ADVISOR GROUP Service code 27 · EIN 27-3463733 | Advisory (Plan) | $22,937 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,931 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,215 | $55,636+29.8% | $81,983-11.9% | $73,488-1.7% |
| Participation rate | 95.5% | 62.3%+33.2pp | 69.2%+26.3pp | 70.7%+24.9pp |
| Annual return | 9.80% | 19.07%-9.3pp | 41.31%-31.5pp | 28.51%-18.7pp |
| Employer contribution / active EE | $2,075 | $1,625+27.7% | $2,498-17.0% | $2,270-8.6% |
| Participant deferral / active EE | $4,076 | $2,762+47.6% | $3,722+9.5% | $3,740+9.0% |
| Admin fee / account holder | $193 | $493-60.8% | $5,664-96.6% | $513-62.4% |