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 LLC5 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $35,401 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,303 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,775 | $65,435+28.0% | $86,677-3.3% | $66,914+25.2% |
| Participation rate | 91.3% | 75.5%+15.8pp | 76.6%+14.7pp | 69.8%+21.5pp |
| Annual return | -14.92% | -10.89%-4.0pp | 35.91%-50.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,997 | $2,153-7.3% | $2,836-29.6% | $2,544-21.5% |
| Participant deferral / active EE | $6,966 | $4,100+69.9% | $4,656+49.6% | $4,237+64.4% |
| Admin fee / account holder | $284 | $642-55.8% | $7,493-96.2% | $593-52.2% |