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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.
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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 LLC2 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $41,019 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,723 |
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 | $77,085 | $71,516+7.8% | $98,439-21.7% | $71,457+7.9% |
| Participation rate | 88.3% | 72.7%+15.7pp | 75.2%+13.2pp | 67.9%+20.4pp |
| Annual return | 15.77% | 32.41%-16.6pp | 21.16%-5.4pp | 28.85%-13.1pp |
| Employer contribution / active EE | $465 | $2,399-80.6% | $3,048-84.8% | $2,588-82.0% |
| Participant deferral / active EE | $4,237 | $4,109+3.1% | $4,738-10.6% | $4,289-1.2% |
| Admin fee / account holder | $369 | $1,675-78.0% | $8,948-95.9% | $1,587-76.7% |