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 LLC4+ years Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $33,056 |
Filed as: FIDELITY INVESMENTS INSTITUTIONAL Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $29,043 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,309 |
Service code 60 | Sub-TA Fees | $0 |
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 | $28,327 | $89,808-68.5% | $100,391-71.8% | $77,643-63.5% |
| Participation rate | 96.3% | 81.2%+15.1pp | 81.5%+14.8pp | 70.6%+25.7pp |
| Annual return | 21.73% | 20.62%+1.1pp | 49.20%-27.5pp | 31.24%-9.5pp |
| Employer contribution / active EE | $2,908 | $3,039-4.3% | $3,942-26.2% | $2,726+6.7% |
| Participant deferral / active EE | $5,002 | $8,284-39.6% | $8,082-38.1% | $4,647+7.6% |
| Admin fee / account holder | $145 | $174-17.1% | $7,899-98.2% | $430-66.4% |