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 |
|---|---|---|
DUVALL & ASSOCIATES6+ years Service code 10 400 SUGAR CAMP CIRCLE · DAYTON, OH 45409 | Accounting | $6,438 |
PARK AVENUE SECURITIES LLC6+ years Filed as: PARK AVENUE SECURITIES, LLC Service code 55 7 HANOVER SQUARE H4D · NEW YORK, NY 10004 | Other Commissions | $0 |
Filed as: FIDELITY INVESTMENTS INST. OPERATIO Service code 37 · EIN 04-2647786 | Loan Processing | -$2,388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,300 | $99,957-35.7% | $149,696-57.0% | $73,488-12.5% |
| Participation rate | 60.9% | 75.7%-14.8pp | 82.5%-21.6pp | 70.7%-9.8pp |
| Annual return | 16.70% | 53.87%-37.2pp | 276.60%-259.9pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,807 | $3,191-43.4% | $4,644-61.1% | $2,270-20.4% |
| Participant deferral / active EE | $6,848 | $6,073+12.8% | $6,842+0.1% | $3,740+83.1% |
| Admin fee / account holder | $19 | $551-96.6% | $9,309-99.8% | $513-96.3% |