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 |
|---|---|---|
AVENUE ONE ADVISORS3 years Filed as: AVENUE 1 ADVISORS, LLC Service code 26 · EIN 83-1838623 | Advisory (Participants) | $47,586 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,048 | $56,485-53.9% | $185,823-86.0% | $86,799-70.0% |
| Participation rate | 99.3% | 65.5%+33.8pp | 81.7%+17.6pp | 72.3%+27.0pp |
| Annual return | 26.75% | 118.04%-91.3pp | 122.05%-95.3pp | 97.91%-71.2pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,331 | $2,553+30.4% | $5,568-40.2% | $4,131-19.4% |
| Admin fee / account holder | $161 | $150+7.9% | $16,237-99.0% | $170-4.8% |