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 10-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 Filed as: THE PRIVATE BANK Service code 26 120 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Advisory (Participants) | $10,514 |
Annual investment return 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 | $41,770 | $43,133-3.2% | $89,391-53.3% | $73,488-43.2% |
| Participation rate | 78.3% | 55.0%+23.3pp | 68.0%+10.3pp | 70.7%+7.6pp |
| Annual return | 11.37% | 135.66%-124.3pp | 245.62%-234.2pp | 28.51%-17.1pp |
| Employer contribution / active EE | $1,329 | $1,438-7.6% | $2,586-48.6% | $2,270-41.5% |
| Participant deferral / active EE | $3,597 | $2,445+47.2% | $3,890-7.5% | $3,740-3.8% |
| Admin fee / account holder | $180 | $444-59.5% | $4,881-96.3% | $513-65.0% |