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 LLC9 years Filed as: PARK AVENUE SECURITIES Service code 55 · EIN 13-4023176 | Other Commissions | $82,324 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $2,556 |
Service code 60 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,439 | $119,446-17.6% | $150,045-34.4% | $85,563+15.0% |
| Participation rate | 72.3% | 75.4%-3.1pp | 82.3%-10.0pp | 66.0%+6.3pp |
| Annual return | 22.99% | 23.72%-0.7pp | 62.55%-39.6pp | 31.51%-8.5pp |
| Employer contribution / active EE | $780 | $4,078-80.9% | $4,693-83.4% | $2,654-70.6% |
| Participant deferral / active EE | $9,679 | $7,985+21.2% | $7,997+21.0% | $4,375+121.2% |
| Admin fee / account holder | $6 | $548-98.8% | $13,435-100.0% | $834-99.2% |