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 |
|---|---|---|
CONNER & WINTERS1 year Filed as: CONNER ENTERPRISES Service code 14 3921 ROUTE 202 · DYLESDOWN, PA 18902 | Plan Administrator | $21,545 |
DUNLAPSLK1 year Filed as: DUNLAP SLK Service code 10 · EIN 23-3018514 | Accounting | $16,400 |
PARK AVENUE SECURITIES LLC6 years Service code 16 | Consulting | $14,748 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Recor... | $13,448 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $358 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Filed as: PARK AVENUE SECURITES, LLC Service code 16 6255 STERNERS WAY · BETHLEHEM, PA 18017 | Consulting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,409 | $105,181+68.7% | $159,436+11.3% | $85,850+106.7% |
| Participation rate | 83.5% | 75.8%+7.7pp | 82.8%+0.7pp | 69.3%+14.2pp |
| Annual return | 15.65% | 45.07%-29.4pp | 263.57%-247.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $8,980 | $3,318+170.6% | $4,829+85.9% | $2,565+250.1% |
| Participant deferral / active EE | $11,318 | $5,945+90.4% | $7,352+53.9% | $3,952+186.4% |
| Admin fee / account holder | $184 | $6,933-97.3% | $10,799-98.3% | $6,260-97.1% |