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 |
|---|---|---|
Filed as: PARK AVENUE SECURITIES Service code 55 | Other Commissions | $4,243 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $369 |
Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,599 | $80,753-60.9% | $136,294-76.8% | $62,292-49.3% |
| Participation rate | 74.6% | 73.5%+1.1pp | 81.9%-7.3pp | 69.5%+5.1pp |
| Annual return | 31.91% | 35.83%-3.9pp | 5155.94%-5124.0pp | 28.90%+3.0pp |
| Employer contribution / active EE | $658 | $2,884-77.2% | $4,695-86.0% | $2,042-67.8% |
| Participant deferral / active EE | $9,580 | $5,164+85.5% | $6,247+53.4% | $3,169+202.3% |
| Admin fee / account holder | $9 | $525-98.2% | $9,243-99.9% | $479-98.1% |