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 Service code 27 · EIN 27-3463733 | Advisory (Plan) | $31,794 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,359 |
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 | $37,649 | $45,825-17.8% | $90,645-58.5% | $56,287-33.1% |
| Participation rate | 98.5% | 66.7%+31.8pp | 74.0%+24.5pp | 69.9%+28.6pp |
| Annual return | -1.24% | 38.64%-39.9pp | 1.88%-3.1pp | -9.96%+8.7pp |
| Employer contribution / active EE | $414 | $1,372-69.8% | $2,532-83.6% | $2,111-80.4% |
| Participant deferral / active EE | $3,721 | $2,562+45.2% | $3,425+8.7% | $3,350+11.1% |
| Admin fee / account holder | $200 | $413-51.6% | $4,994-96.0% | $521-61.6% |