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 LLC7 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $84,430 |
FORVIS MAZARS, LLP1 year Filed as: MAZARS US LLP Service code 10 · EIN 13-1459550 | Accounting | $33,240 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,972 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,516 | $84,784-26.3% | $98,439-36.5% | $74,419-16.0% |
| Participation rate | 82.4% | 81.5%+0.9pp | 75.2%+7.2pp | 70.7%+11.7pp |
| Annual return | 19.16% | 20.59%-1.4pp | 21.16%-2.0pp | 34.38%-15.2pp |
| Employer contribution / active EE | $2,123 | $3,364-36.9% | $3,048-30.3% | $2,637-19.5% |
| Participant deferral / active EE | $3,981 | $5,218-23.7% | $4,738-16.0% | $4,528-12.1% |
| Admin fee / account holder | $167 | $204-18.1% | $8,948-98.1% | $348-51.9% |