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 LLC3 years Filed as: PARK NATIONAL BANK Service code 15 · EIN 31-1198067 | Recordkeeping | $59,084 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,960 | $79,171+62.9% | $102,423+25.9% | $74,495+73.1% |
| Participation rate | 80.3% | 74.8%+5.5pp | 76.5%+3.8pp | 67.2%+13.1pp |
| Annual return | 18.93% | 54.93%-36.0pp | 29.32%-10.4pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $1,061 | $2,362-55.1% | $3,023-64.9% | $2,623-59.6% |
| Participant deferral / active EE | $2,400 | $4,415-45.7% | $5,053-52.5% | $4,346-44.8% |
| Admin fee / account holder | $469 | $2,001-76.6% | $9,451-95.0% | $1,942-75.9% |