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 LLC5+ years Service code 99 · EIN 27-3463733 | Other Fees | $66,887 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES, INC Service code 99 · EIN 11-1000111 | Other Fees | $13,515 |
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 | $180,195 | $70,908+154.1% | $98,907+82.2% | $73,488+145.2% |
| Participation rate | 97.9% | 73.8%+24.1pp | 76.0%+21.8pp | 70.7%+27.2pp |
| Annual return | 13.56% | 34.17%-20.6pp | 196.43%-182.9pp | 28.51%-15.0pp |
| Employer contribution / active EE | $5,276 | $2,036+159.1% | $2,689+96.2% | $2,270+132.4% |
| Participant deferral / active EE | $6,121 | $3,500+74.9% | $4,244+44.2% | $3,740+63.7% |
| Admin fee / account holder | $80 | $535-85.1% | $6,642-98.8% | $513-84.4% |