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 | $180,369 |
PRIVATE ADVISOR GROUP LLC5+ years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $110,011 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,135 | $136,266-69.8% | $90,749-54.7% | $77,904-47.2% |
| Participation rate | 92.0% | 86.6%+5.3pp | 75.7%+16.3pp | 73.7%+18.3pp |
| Annual return | -14.77% | -11.32%-3.4pp | -12.16%-2.6pp | 12.21%-27.0pp |
| Employer contribution / active EE | $1,680 | $4,215-60.1% | $2,921-42.5% | $2,848-41.0% |
| Participant deferral / active EE | $8,605 | $6,353+35.4% | $4,564+88.5% | $4,806+79.0% |
| Admin fee / account holder | $98 | $399-75.5% | $8,445-98.8% | $133-26.4% |