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 ADVISORS2 years Filed as: AVENUE 1 ADVISORS Service code 99 · EIN 83-1838623 | Other Fees | $29,424 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $96,560 | $55,636+73.6% | $81,983+17.8% | $73,488+31.4% |
| Participation rate | 55.5% | 62.3%-6.8pp | 69.2%-13.8pp | 70.7%-15.2pp |
| Annual return | 14.60% | 19.07%-4.5pp | 41.31%-26.7pp | 28.51%-13.9pp |
| Employer contribution / active EE | $4,487 | $1,625+176.2% | $2,498+79.6% | $2,270+97.7% |
| Participant deferral / active EE | $5,157 | $2,762+86.7% | $3,722+38.5% | $3,740+37.9% |
| Admin fee / account holder | $22 | $493-95.5% | $5,664-99.6% | $513-95.6% |