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 LLC3 years Filed as: PRIVATE ADVISORY GROUP Service code 26 · EIN 46-4161984 | Advisory (Participants) | $29,094 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,852 | $54,193-0.6% | $93,606-42.5% | $77,643-30.6% |
| Participation rate | 28.5% | 63.9%-35.4pp | 68.7%-40.2pp | 70.6%-42.1pp |
| Annual return | 12.82% | 30.54%-17.7pp | 133.20%-120.4pp | 31.24%-18.4pp |
| Employer contribution / active EE | $872 | $1,168-25.4% | $2,420-64.0% | $2,726-68.0% |
| Participant deferral / active EE | $2,309 | $3,144-26.6% | $4,411-47.7% | $4,647-50.3% |
| Admin fee / account holder | $410 | $576-28.7% | $8,285-95.0% | $430-4.7% |