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 ADVISORS3 years Filed as: AVENUE 1 ADVISORS Service code 99 · EIN 83-1838623 | Other Fees | $36,964 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,563 | $60,776+47.4% | $85,682+4.5% | $79,386+12.8% |
| Participation rate | 54.6% | 62.1%-7.5pp | 69.9%-15.2pp | 70.7%-16.1pp |
| Annual return | 13.79% | 16.57%-2.8pp | 21.49%-7.7pp | 116.85%-103.1pp |
| Employer contribution / active EE | $2,105 | $1,663+26.6% | $2,618-19.6% | $2,427-13.3% |
| Participant deferral / active EE | $4,451 | $2,919+52.5% | $3,923+13.5% | $4,046+10.0% |
| Admin fee / account holder | $33 | $438-92.6% | $6,873-99.5% | $626-94.8% |