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 |
|---|---|---|
PARK CAPITAL MANAGEMENT LLC2 years Filed as: PARK CAPITAL MANAGEMENT, LLC Service code 99 · EIN 27-0974719 | Other Fees | $14,067 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,222 | $51,576-41.4% | $129,207-76.6% | $80,856-62.6% |
| Participation rate | 95.6% | 57.0%+38.6pp | 69.6%+26.0pp | 67.6%+28.0pp |
| Annual return | 14.23% | 20.81%-6.6pp | 9417.33%-9403.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,200 | $1,584+38.9% | $4,153-47.0% | $2,755-20.2% |
| Participant deferral / active EE | $5,398 | $2,669+102.3% | $4,168+29.5% | $4,296+25.7% |
| Admin fee / account holder | $10 | $4,305-99.8% | $7,715-99.9% | $6,918-99.9% |