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 4-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 37 · EIN 04-2647786 | Loan Processing | $19,933 |
PARK AVENUE SECURITIES LLC2+ years Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $10,342 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,481 | $64,612-63.7% | $86,436-72.8% | $64,808-63.8% |
| Participation rate | 75.0% | 81.5%-6.5pp | 80.3%-5.3pp | 71.5%+3.5pp |
| Annual return | 1.50% | 0.66%+0.8pp | 4394.89%-4393.4pp | 32.82%-31.3pp |
| Employer contribution / active EE | $1,625 | $2,744-40.8% | $3,769-56.9% | $2,506-35.1% |
| Participant deferral / active EE | $3,537 | $7,497-52.8% | $6,952-49.1% | $4,310-17.9% |
| Admin fee / account holder | $89 | $169-47.2% | $6,731-98.7% | $188-52.5% |