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 LLC6 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $38,225 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,154 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,518 | $76,050+28.2% | $96,544+1.0% | $71,457+36.5% |
| Participation rate | 96.6% | 74.4%+22.2pp | 76.0%+20.6pp | 67.9%+28.7pp |
| Annual return | 20.29% | 22.81%-2.5pp | 25.84%-5.5pp | 28.85%-8.6pp |
| Employer contribution / active EE | $2,103 | $2,244-6.3% | $2,965-29.1% | $2,588-18.7% |
| Participant deferral / active EE | $7,529 | $4,215+78.6% | $4,851+55.2% | $4,289+75.6% |
| Admin fee / account holder | $286 | $2,707-89.4% | $8,252-96.5% | $1,587-82.0% |