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 6-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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $12,051 |
Filed as: PARK AVENUE SECURITIES Service code 55 · EIN 13-4023176 | Other Commissions | $7,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,410 | $82,202-56.9% | $125,339-71.7% | $64,808-45.4% |
| Participation rate | 60.2% | 77.9%-17.7pp | 82.4%-22.2pp | 71.5%-11.3pp |
| Annual return | 32.05% | 3.48%+28.6pp | 572.05%-540.0pp | 32.82%-0.8pp |
| Employer contribution / active EE | $2,001 | $3,615-44.7% | $4,814-58.4% | $2,506-20.2% |
| Participant deferral / active EE | $4,328 | $7,175-39.7% | $7,446-41.9% | $4,310+0.4% |
| Admin fee / account holder | $38 | $163-77.0% | $10,010-99.6% | $188-80.0% |