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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
PARK AVENUE SECURITIES LLC2 years Filed as: PARK AVENUE SECURITIES Service code 55 | Other Commissions | $24,380 |
DUVALL & ASSOCIATES9+ years Service code 10 · EIN 31-1182600 400 SUGAR CAMP CIRCLE · DAYTON, OH 45409 | Accounting | $7,744 |
PARK AVENUE SECURITIES LLC9+ 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 | -$5,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,520 | $93,571-26.8% | $135,903-49.6% | $75,163-8.8% |
| Participation rate | 64.8% | 75.2%-10.4pp | 81.9%-17.1pp | 67.2%-2.4pp |
| Annual return | 14.90% | 30.90%-16.0pp | 68.23%-53.3pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,520 | $3,537-28.7% | $4,856-48.1% | $2,670-5.6% |
| Participant deferral / active EE | $9,931 | $6,404+55.1% | $7,758+28.0% | $4,125+140.7% |
| Admin fee / account holder | $10 | $6,975-99.9% | $10,762-99.9% | $5,651-99.8% |