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 LLC2 years Filed as: PARK AVENUE SECURITIES, LLC Service code 55 6255 STERNERS WAY · BETHLEHEM, PA 18017 | Other Commissions | $7,263 |
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 | $25,631 | $51,197-49.9% | $82,719-69.0% | $66,914-61.7% |
| Participation rate | 48.6% | 67.8%-19.2pp | 72.6%-23.9pp | 69.8%-21.2pp |
| Annual return | -15.51% | -9.64%-5.9pp | 701.18%-716.7pp | 1.58%-17.1pp |
| Employer contribution / active EE | $720 | $2,611-72.4% | $3,009-76.1% | $2,544-71.7% |
| Participant deferral / active EE | $4,755 | $3,458+37.5% | $4,395+8.2% | $4,237+12.2% |
| Admin fee / account holder | $7 | $416-98.3% | $5,329-99.9% | $593-98.8% |