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 9-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 Service code 99 · EIN 27-3463733 | Other Fees | $19,193 |
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 | $144,402 | $63,299+128.1% | $91,001+58.7% | $62,292+131.8% |
| Participation rate | 98.4% | 73.3%+25.1pp | 75.6%+22.8pp | 69.5%+28.9pp |
| Annual return | 15.81% | 20.99%-5.2pp | 4.60%+11.2pp | 28.90%-13.1pp |
| Employer contribution / active EE | $5,143 | $1,807+184.7% | $2,456+109.4% | $2,042+151.8% |
| Participant deferral / active EE | $5,794 | $2,943+96.9% | $3,547+63.3% | $3,169+82.8% |
| Admin fee / account holder | $49 | $468-89.6% | $5,417-99.1% | $479-89.8% |