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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC4 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $46,328 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,060 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,479 | $84,556-4.8% | $116,228-30.8% | $74,304+8.3% |
| Participation rate | 92.4% | 66.0%+26.4pp | 74.6%+17.9pp | 60.3%+32.1pp |
| Annual return | 15.04% | 18.35%-3.3pp | 90.06%-75.0pp | 29.43%-14.4pp |
| Employer contribution / active EE | $418 | $2,168-80.7% | $2,994-86.0% | $2,241-81.3% |
| Participant deferral / active EE | $4,167 | $3,814+9.2% | $4,953-15.9% | $3,767+10.6% |
| Admin fee / account holder | $384 | $3,792-89.9% | $11,989-96.8% | $2,969-87.1% |