See peer percentile detail with Solo.
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.
See the 7-year trajectory with Solo.
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 Filed as: PRIVATE ADVISOR GROUP, LLC Service code 26 · EIN 27-3463733 | Advisory (Participants) | $3,124 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $150 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,475 | $39,948-76.3% | $89,391-89.4% | $73,409-87.1% |
| Participation rate | 13.3% | 50.4%-37.1pp | 68.0%-54.7pp | 72.2%-58.9pp |
| Annual return | 28.27% | 50.12%-21.9pp | 245.62%-217.3pp | 59.29%-31.0pp |
| Employer contribution / active EE | $338 | $1,200-71.8% | $2,586-86.9% | $2,234-84.8% |
| Participant deferral / active EE | $653 | $2,193-70.2% | $3,890-83.2% | $3,805-82.8% |
| Admin fee / account holder | $121 | $134-10.1% | $4,881-97.5% | $158-23.6% |