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 |
|---|---|---|
PARK AVENUE SECURITIES LLC3+ years Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $23,833 |
Filed as: FIDELITY INVESMENTS INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $21,414 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,433 |
Service code 60 | Sub-TA Fees | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,305 | $89,282-76.1% | $94,646-77.5% | $74,419-71.4% |
| Participation rate | 96.1% | 82.4%+13.6pp | 80.8%+15.2pp | 70.7%+25.3pp |
| Annual return | 24.32% | 25.96%-1.6pp | 156.71%-132.4pp | 34.38%-10.1pp |
| Employer contribution / active EE | $2,413 | $3,022-20.2% | $3,672-34.3% | $2,637-8.5% |
| Participant deferral / active EE | $4,180 | $8,425-50.4% | $7,418-43.6% | $4,528-7.7% |
| Admin fee / account holder | $97 | $219-55.7% | $7,231-98.7% | $348-72.1% |