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 5-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 |
|---|---|---|
Filed as: PRIVATE ADVISOR GROUP Service code 20 1678 MONROE AVE STE A · ROCHESTER, NY 14618 | Trustee (individual) | $40,348 |
EMPLOYEE FIDUCIARY, LLC1 year Service code 15 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $12,706 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,457 | $59,107+31.0% | $86,436-10.4% | $68,494+13.1% |
| Participation rate | 98.8% | 75.2%+23.5pp | 80.3%+18.4pp | 67.9%+30.9pp |
| Annual return | -15.02% | -0.23%-14.8pp | 4394.89%-4409.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $5,408 | $2,519+114.7% | $3,769+43.5% | $2,596+108.3% |
| Participant deferral / active EE | $12,029 | $5,901+103.8% | $6,952+73.0% | $4,027+198.7% |
| Admin fee / account holder | $431 | $5,637-92.3% | $6,731-93.6% | $5,403-92.0% |