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 CAPITAL MANAGEMENT LLC2 years Filed as: PARK CAPITAL MANAGEMENT Service code 17 · EIN 27-0974719 | Pension Consulting | $53,231 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,890 |
NYHART11+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $20,271 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,584 | $108,549+43.3% | $156,263-0.4% | $85,563+81.8% |
| Participation rate | 82.6% | 77.1%+5.5pp | 78.9%+3.7pp | 66.0%+16.6pp |
| Annual return | 17.83% | 21.79%-4.0pp | 59.47%-41.6pp | 31.51%-13.7pp |
| Employer contribution / active EE | $3,056 | $2,690+13.6% | $4,333-29.5% | $2,654+15.2% |
| Participant deferral / active EE | $6,132 | $4,800+27.7% | $6,158-0.4% | $4,375+40.1% |
| Admin fee / account holder | $210 | $650-67.8% | $14,255-98.5% | $834-74.9% |