Filed December 12, 2023
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 Filed as: PRIVATE ADVISORS GROUP Service code 27 · EIN 27-3463733 | Advisory (Plan) | $79,174 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $50,349 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,820 | $77,660+54.3% | $109,143+9.8% | $79,386+50.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 13.24% | 23.44%-10.2pp | 25.75%-12.5pp | 116.85%-103.6pp |
| Employer contribution / active EE | $4,859 | $2,797+73.7% | $3,722+30.5% | $2,427+100.2% |
| Participant deferral / active EE | $9,708 | $3,518+176.0% | $4,653+108.6% | $4,046+140.0% |
| Admin fee / account holder | $459 | $732-37.3% | $6,752-93.2% | $626-26.7% |