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 LLC4+ years Service code 99 · EIN 27-3463733 | Other Fees | $63,374 |
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 | $158,917 | $66,310+139.7% | $93,606+69.8% | $65,185+143.8% |
| Participation rate | 98.0% | 74.0%+24.0pp | 75.8%+22.1pp | 70.2%+27.8pp |
| Annual return | 22.20% | 42.58%-20.4pp | 32.76%-10.6pp | 29.38%-7.2pp |
| Employer contribution / active EE | $5,443 | $2,012+170.5% | $2,718+100.3% | $2,177+150.1% |
| Participant deferral / active EE | $6,372 | $3,342+90.7% | $4,069+56.6% | $3,514+81.3% |
| Admin fee / account holder | $41 | $6,897-99.4% | $7,888-99.5% | $847-95.2% |