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 LLC4 years Filed as: PARK NATIONAL BANK Service code 15 · EIN 31-1198067 | Recordkeeping | $71,248 |
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 | $132,248 | $87,870+50.5% | $113,168+16.9% | $74,304+78.0% |
| Participation rate | 88.7% | 70.7%+18.0pp | 76.6%+12.2pp | 60.3%+28.4pp |
| Annual return | 13.10% | 26.44%-13.3pp | 24.27%-11.2pp | 29.43%-16.3pp |
| Employer contribution / active EE | $1,972 | $2,277-13.4% | $2,975-33.7% | $2,241-12.0% |
| Participant deferral / active EE | $2,365 | $4,241-44.2% | $5,107-53.7% | $3,767-37.2% |
| Admin fee / account holder | $524 | $3,368-84.4% | $12,068-95.7% | $2,969-82.4% |