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 LLC4+ years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 26 · EIN 27-3463733 | Advisory (Participants) | $5,193 |
Filed as: BLEAKLEY FINANCIAL GROUP, LLC Service code 26 · EIN 47-2523848 | Advisory (Participants) | $1,728 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $575 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $277 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,184 | $34,677-64.9% | $77,024-84.2% | $64,808-81.2% |
| Participation rate | 9.8% | 49.8%-40.0pp | 67.9%-58.1pp | 71.5%-61.7pp |
| Annual return | -17.13% | -5.33%-11.8pp | 42.32%-59.4pp | 32.82%-49.9pp |
| Employer contribution / active EE | $399 | $1,370-70.9% | $2,812-85.8% | $2,506-84.1% |
| Participant deferral / active EE | $808 | $2,556-68.4% | $4,426-81.7% | $4,310-81.3% |
| Admin fee / account holder | $205 | $179+14.7% | $5,425-96.2% | $188+9.1% |