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 6-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 LLC5 years Filed as: PARK AVENUE SECURITIES, LLC Service code 55 6255 STERNERS WAY · BETHLEHEM, PA 18017 | Other Commissions | $17,654 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,847 | $56,317-2.6% | $71,209-23.0% | $74,304-26.2% |
| Participation rate | 66.8% | 55.1%+11.7pp | 73.8%-6.9pp | 60.3%+6.5pp |
| Annual return | 18.06% | 42.83%-24.8pp | 282.51%-264.5pp | 29.43%-11.4pp |
| Employer contribution / active EE | $1,640 | $2,160-24.1% | $2,721-39.7% | $2,241-26.8% |
| Participant deferral / active EE | $6,380 | $2,788+128.8% | $4,175+52.8% | $3,767+69.4% |
| Admin fee / account holder | $15 | $2,290-99.3% | $5,349-99.7% | $2,969-99.5% |