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 LLC7+ years Service code 99 · EIN 27-3463733 | Other Fees | $73,888 |
ACTUARIAL BENEFITS CORP3 years Filed as: ACTUARIAL CONSULTING SERVICES, INC Service code 99 · EIN 11-1000111 | Other Fees | $14,778 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,795 | $72,607+102.2% | $90,749+61.8% | $66,914+119.4% |
| Participation rate | 98.7% | 73.7%+25.0pp | 75.7%+23.0pp | 69.8%+28.9pp |
| Annual return | -17.53% | -12.28%-5.3pp | -12.16%-5.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $5,155 | $2,369+117.6% | $2,921+76.5% | $2,544+102.6% |
| Participant deferral / active EE | $6,757 | $3,977+69.9% | $4,564+48.0% | $4,237+59.5% |
| Admin fee / account holder | $84 | $707-88.2% | $8,445-99.0% | $593-85.9% |