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 LLC3 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $28,596 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $15,767 |
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 | $97,229 | $73,638+32.0% | $95,952+1.3% | $73,488+32.3% |
| Participation rate | 91.0% | 76.2%+14.8pp | 77.1%+13.9pp | 70.7%+20.3pp |
| Annual return | 15.49% | 16.78%-1.3pp | 91.61%-76.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,070 | $1,863-42.6% | $2,541-57.9% | $2,270-52.9% |
| Participant deferral / active EE | $5,126 | $3,617+41.7% | $4,167+23.0% | $3,740+37.1% |
| Admin fee / account holder | $266 | $482-44.9% | $6,795-96.1% | $513-48.2% |