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 5-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 Service code 27 · EIN 27-3463733 | Advisory (Plan) | $88,571 |
Service code 37 · EIN 04-2647786 | Loan Processing | $74,972 |
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 | $82,390 | $55,347+48.9% | $120,354-31.5% | $199,593-58.7% |
| Participation rate | 66.6% | 52.9%+13.8pp | 71.9%-5.3pp | 72.0%-5.3pp |
| Annual return | 14.44% | 15.37%-0.9pp | 107.15%-92.7pp | 34.25%-19.8pp |
| Employer contribution / active EE | $1,580 | $1,296+21.9% | $3,463-54.4% | $3,034-47.9% |
| Participant deferral / active EE | $3,173 | $2,350+35.0% | $4,991-36.4% | $5,087-37.6% |
| Admin fee / account holder | $87 | $134-34.9% | $9,423-99.1% | $269-67.5% |