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) | $158,344 |
Service code 37 · EIN 04-2647786 | Loan Processing | $63,019 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,706 | $93,131-23.0% | $106,548-32.7% | $86,799-17.4% |
| Participation rate | 89.4% | 81.4%+8.0pp | 76.1%+13.3pp | 72.3%+17.1pp |
| Annual return | 14.44% | 19.45%-5.0pp | 26.80%-12.4pp | 97.91%-83.5pp |
| Employer contribution / active EE | $2,469 | $2,895-14.7% | $2,819-12.4% | $2,405+2.6% |
| Participant deferral / active EE | $5,034 | $4,708+6.9% | $4,398+14.5% | $4,131+21.9% |
| Admin fee / account holder | $237 | $145+63.3% | $7,407-96.8% | $170+39.8% |