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 Filed as: PRIVATE ADVISOR GROUP Service code 27 65 MADISON AV STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $23,582 |
Service code 13 8040 EXCELSIOR DRIVE · MADISON, WA 53717 | Contract Administrator | $2,128 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,262 |
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 | $69,166 | $65,376+5.8% | $87,100-20.6% | $65,185+6.1% |
| Participation rate | 87.0% | 75.3%+11.7pp | 76.9%+10.2pp | 70.2%+16.8pp |
| Annual return | 20.72% | 31.27%-10.6pp | 28.19%-7.5pp | 29.38%-8.7pp |
| Employer contribution / active EE | $775 | $1,822-57.5% | $2,521-69.3% | $2,177-64.4% |
| Participant deferral / active EE | $3,578 | $3,388+5.6% | $4,049-11.6% | $3,514+1.8% |
| Admin fee / account holder | $233 | $520-55.2% | $7,497-96.9% | $847-72.5% |