See peer percentile detail with Solo.
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.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC9+ years Service code 15 · EIN 27-3463733 | Recordkeeping | $13,706 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,445 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,478 | $78,485+170.7% | $106,213+100.0% | $74,495+185.2% |
| Participation rate | 96.3% | 72.8%+23.5pp | 75.3%+21.1pp | 67.2%+29.1pp |
| Annual return | 12.23% | 15.95%-3.7pp | 116.14%-103.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $5,890 | $2,523+133.5% | $3,171+85.7% | $2,623+124.5% |
| Participant deferral / active EE | $7,163 | $4,322+65.7% | $5,016+42.8% | $4,346+64.8% |
| Admin fee / account holder | $123 | $2,232-94.5% | $11,033-98.9% | $1,942-93.7% |