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 |
|---|---|---|
Filed as: PRIVATE ADVISOR GROUP, LLC Service code 27 · EIN 27-3463733 | Advisory (Plan) | $30,202 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,471 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,713 | $46,292-1.3% | $143,757-68.2% | $64,808-29.5% |
| Participation rate | 43.1% | 64.2%-21.1pp | 80.3%-37.2pp | 71.5%-28.3pp |
| Annual return | -15.78% | -10.05%-5.7pp | -0.04%-15.7pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,380 | $1,910-27.8% | $4,951-72.1% | $2,506-44.9% |
| Participant deferral / active EE | $1,922 | $2,646-27.4% | $5,637-65.9% | $4,310-55.4% |
| Admin fee / account holder | $143 | $154-6.8% | $14,673-99.0% | $188-23.7% |