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 |
|---|---|---|
PARK AVENUE SECURITIES LLC3 years Filed as: PARK AVENUE SECURITIES Service code 55 · EIN 13-4023176 | Other Commissions | $79,015 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $72,396 |
Filed as: LEAFHOUSE Service code 26 · EIN 26-4311657 | Advisory (Participants) | $8,411 |
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 | $52,627 | $106,028-50.4% | $146,958-64.2% | $77,643-32.2% |
| Participation rate | 58.6% | 78.4%-19.7pp | 82.2%-23.5pp | 70.6%-11.9pp |
| Annual return | 19.03% | 56.73%-37.7pp | 418.34%-399.3pp | 31.24%-12.2pp |
| Employer contribution / active EE | $2,650 | $4,063-34.8% | $4,933-46.3% | $2,726-2.8% |
| Participant deferral / active EE | $5,895 | $7,990-26.2% | $8,070-27.0% | $4,647+26.8% |
| Admin fee / account holder | $163 | $337-51.7% | $12,998-98.7% | $430-62.1% |