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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $159,633 |
PRIVATE ADVISOR GROUP LLC3+ years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $150,850 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,811 | $105,190-50.7% | $98,907-47.6% | $90,288-42.6% |
| Participation rate | 91.2% | 86.4%+4.8pp | 76.0%+15.2pp | 73.4%+17.8pp |
| Annual return | 18.37% | 18.52%-0.2pp | 196.43%-178.1pp | 53.97%-35.6pp |
| Employer contribution / active EE | $932 | $3,831-75.7% | $2,689-65.3% | $2,524-63.1% |
| Participant deferral / active EE | $6,887 | $5,616+22.6% | $4,244+62.3% | $4,232+62.7% |
| Admin fee / account holder | $144 | $97+47.6% | $6,642-97.8% | $114+26.0% |