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 LLC4 years Filed as: PARK NATIONAL BANK Service code 15 · EIN 31-1198067 | Recordkeeping | $101,072 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,566 | $67,984+0.9% | $65,493+4.7% | $74,304-7.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 17.36% | 19.87%-2.5pp | 982.45%-965.1pp | 29.43%-12.1pp |
| Employer contribution / active EE | $3,213 | $2,491+29.0% | $2,574+24.8% | $2,241+43.4% |
| Participant deferral / active EE | $2,937 | $3,346-12.2% | $3,961-25.9% | $3,767-22.0% |
| Admin fee / account holder | $340 | $1,373-75.2% | $5,028-93.2% | $2,969-88.5% |