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 8-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) | $133,959 |
Service code 37 · EIN 04-2647786 | Loan Processing | $111,885 |
Service code 10 · EIN 39-0747409 | Accounting | $8,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,624 | $96,403-50.6% | $93,606-49.1% | $77,787-38.8% |
| Participation rate | 91.4% | 87.6%+3.7pp | 75.8%+15.6pp | 73.2%+18.2pp |
| Annual return | 184.17% | 39.36%+144.8pp | 32.76%+151.4pp | 32.57%+151.6pp |
| Employer contribution / active EE | $1,866 | $3,616-48.4% | $2,718-31.3% | $2,504-25.5% |
| Participant deferral / active EE | $6,340 | $5,341+18.7% | $4,069+55.8% | $3,967+59.8% |
| Admin fee / account holder | $124 | $90+38.5% | $7,888-98.4% | $100+23.9% |