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 LLC8+ years Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $61,131 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,334 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,220 | $82,202-20.7% | $125,339-48.0% | $64,808+0.6% |
| Participation rate | 86.6% | 77.9%+8.7pp | 82.4%+4.2pp | 71.5%+15.1pp |
| Annual return | -13.93% | 3.48%-17.4pp | 572.05%-586.0pp | 32.82%-46.8pp |
| Employer contribution / active EE | $3,650 | $3,615+1.0% | $4,814-24.2% | $2,506+45.7% |
| Participant deferral / active EE | $9,399 | $7,175+31.0% | $7,446+26.2% | $4,310+118.0% |
| Admin fee / account holder | $207 | $163+26.9% | $10,010-97.9% | $188+10.3% |