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 | $27,435 |
DUVALL & ASSOCIATES8+ years Service code 10 · EIN 31-1182600 400 SUGAR CAMP CIRCLE · DAYTON, OH 45409 | Accounting | $6,256 |
PARK AVENUE SECURITIES LLC8+ years Filed as: PARK AVENUE SECURITIES, LLC Service code 55 · EIN 13-4023176 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 | -$1,865 |
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 | $62,955 | $82,664-23.8% | $125,339-49.8% | $68,494-8.1% |
| Participation rate | 57.0% | 75.0%-18.1pp | 82.4%-25.4pp | 67.9%-10.9pp |
| Annual return | -16.32% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,558 | $3,381-53.9% | $4,814-67.6% | $2,596-40.0% |
| Participant deferral / active EE | $6,029 | $6,110-1.3% | $7,446-19.0% | $4,027+49.7% |
| Admin fee / account holder | $23 | $6,275-99.6% | $10,010-99.8% | $5,403-99.6% |