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 LLC8 years Filed as: PARK AVENUE SECURITIES Service code 55 · EIN 13-4023176 | Other Commissions | $64,621 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $1,450 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 55 · EIN 04-3523567 | Other Commissions | $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 | $77,895 | $106,110-26.6% | $147,005-47.0% | $77,671+0.3% |
| Participation rate | 81.7% | 78.4%+3.3pp | 82.2%-0.4pp | 70.6%+11.1pp |
| Annual return | 22.25% | 56.77%-34.5pp | 418.76%-396.5pp | 31.21%-9.0pp |
| Employer contribution / active EE | $892 | $4,065-78.1% | $4,934-81.9% | $2,726-67.3% |
| Participant deferral / active EE | $10,995 | $7,992+37.6% | $8,070+36.2% | $4,648+136.6% |
| Admin fee / account holder | $4 | $338-98.9% | $13,006-100.0% | $430-99.1% |