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 10-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 LLC2 years Filed as: PARK NATIONAL BANK Service code 15 · EIN 31-1198067 | Recordkeeping | $4,718 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,019 | $65,557-23.7% | $64,056-21.9% | $71,457-30.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 16.58% | 18.94%-2.4pp | 33.69%-17.1pp | 28.85%-12.3pp |
| Employer contribution / active EE | $3,365 | $2,669+26.1% | $2,747+22.5% | $2,588+30.0% |
| Participant deferral / active EE | $2,983 | $3,626-17.7% | $3,880-23.1% | $4,289-30.4% |
| Admin fee / account holder | $227 | $616-63.2% | $3,068-92.6% | $1,587-85.7% |