See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PARK AVENUE SECURITIES LLC10+ years Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $100,299 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $83,590 |
EISNERAMPER LLP1 year Service code 10 · EIN 87-1363769 | Accounting | $33,075 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,894 | $122,693+1.8% | $184,203-32.2% | $199,593-37.4% |
| Participation rate | 96.9% | 86.8%+10.1pp | 86.8%+10.1pp | 72.0%+24.9pp |
| Annual return | 16.94% | 143.91%-127.0pp | 28.81%-11.9pp | 34.25%-17.3pp |
| Employer contribution / active EE | $6,110 | $4,584+33.3% | $6,427-4.9% | $3,034+101.4% |
| Participant deferral / active EE | $10,904 | $7,990+36.5% | $9,131+19.4% | $5,087+114.4% |
| Admin fee / account holder | $160 | $121+32.8% | $13,901-98.8% | $269-40.4% |