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 Filed as: PRIVATE ADVISOR GROUP Service code 27 65 MADISON AV STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $25,251 |
PREMIER RETIREMENT PARTNERS2 years Service code 13 8040 EXCELSIOR DRIVE · MADISON, WA 53717 | Contract Administrator | $1,340 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,138 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,804 | $73,638+4.3% | $95,952-20.0% | $73,488+4.5% |
| Participation rate | 87.1% | 76.2%+11.0pp | 77.1%+10.1pp | 70.7%+16.4pp |
| Annual return | 15.41% | 16.78%-1.4pp | 91.61%-76.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $837 | $1,863-55.1% | $2,541-67.1% | $2,270-63.1% |
| Participant deferral / active EE | $3,757 | $3,617+3.9% | $4,167-9.8% | $3,740+0.5% |
| Admin fee / account holder | $239 | $482-50.5% | $6,795-96.5% | $513-53.4% |