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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
PARK AVENUE SECURITIES LLC2+ years Filed as: PARK AVENUE SECURITIES Service code 61 7 HANOVER SQ # 22 · NEW YORK, NY 10004 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,600 | $63,924-9.9% | $108,579-47.0% | $55,167+4.4% |
| Participation rate | 40.1% | 74.3%-34.2pp | 79.6%-39.5pp | 69.0%-28.9pp |
| Annual return | 8.64% | 15.31%-6.7pp | -51.70%+60.3pp | 169.23%-160.6pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,574 | $3,067-48.7% | $4,311-63.5% | $3,054-48.4% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |