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 |
|---|---|---|
AVENUE ONE ADVISORS1 year Filed as: AVENUE 1 ADVISORS Service code 99 · EIN 83-1838623 | Other Fees | $23,341 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,550 |
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 | $91,555 | $47,922+91.0% | $75,886+20.6% | $65,185+40.5% |
| Participation rate | 55.2% | 63.0%-7.8pp | 69.3%-14.1pp | 70.2%-15.0pp |
| Annual return | 15.87% | 24.12%-8.3pp | 30.76%-14.9pp | 29.38%-13.5pp |
| Employer contribution / active EE | $1,773 | $1,557+13.9% | $2,500-29.1% | $2,177-18.5% |
| Participant deferral / active EE | $4,848 | $2,550+90.1% | $3,603+34.6% | $3,514+38.0% |
| Admin fee / account holder | $111 | $532-79.2% | $5,418-98.0% | $847-87.0% |