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 AVENUE SECURITIES LLC7 years Filed as: PARK AVENUE SECURITIES, LLC Service code 15 · EIN 13-4023176 | Recordkeeping | $48,642 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,941 |
NPPG6 years Filed as: NPPG FIDUCIARY SERVICES LLC Service code 15 · EIN 30-0835405 | Recordkeeping | $3,438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,991 | $50,815+6.3% | $155,509-65.3% | $77,643-30.5% |
| Participation rate | 62.6% | 63.1%-0.5pp | 78.2%-15.6pp | 70.6%-7.9pp |
| Annual return | 13.54% | 34.80%-21.3pp | 64.67%-51.1pp | 31.24%-17.7pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,864 | $2,822+36.9% | $5,626-31.3% | $4,647-16.8% |
| Admin fee / account holder | $329 | $437-24.6% | $15,912-97.9% | $430-23.5% |