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 7-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 Service code 27 65 MADISON AVE STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $19,902 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,798 |
Service code 99 100 VETERANS DR · JOHNSON CREEK, WI 53038 | Other Fees | $8,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,950 | $61,156-20.0% | $185,823-73.7% | $79,386-38.3% |
| Participation rate | 68.7% | 66.6%+2.0pp | 81.7%-13.0pp | 70.7%-2.0pp |
| Annual return | 111.32% | 19.45%+91.9pp | 122.05%-10.7pp | 116.85%-5.5pp |
| Employer contribution / active EE | $337 | $2,321-85.5% | $5,167-93.5% | $2,427-86.1% |
| Participant deferral / active EE | $3,234 | $2,789+16.0% | $5,568-41.9% | $4,046-20.1% |
| Admin fee / account holder | $162 | $710-77.1% | $16,237-99.0% | $626-74.1% |