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 10-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 27 · EIN 27-3463733 | Advisory (Plan) | $24,608 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $8,522 |
Service code 13 · EIN 39-6094742 TIM OLSON INC · OMAHA, NE 68130 | Contract Administrator | $5,058 |
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 | $80,737 | $65,376+23.5% | $87,100-7.3% | $65,185+23.9% |
| Participation rate | 94.5% | 75.3%+19.2pp | 76.9%+17.7pp | 70.2%+24.3pp |
| Annual return | 30.88% | 31.27%-0.4pp | 28.19%+2.7pp | 29.38%+1.5pp |
| Employer contribution / active EE | $1,743 | $1,822-4.3% | $2,521-30.9% | $2,177-19.9% |
| Participant deferral / active EE | $5,995 | $3,388+76.9% | $4,049+48.1% | $3,514+70.6% |
| Admin fee / account holder | $196 | $520-62.3% | $7,497-97.4% | $847-76.9% |