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 AVENUE SECURITIES Service code 27 · EIN 21-3723568 | Advisory (Plan) | $71,374 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,781 |
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 | $62,172 | $80,005-22.3% | $140,016-55.6% | $55,725+11.6% |
| Participation rate | 95.3% | 87.0%+8.3pp | 87.5%+7.8pp | 70.9%+24.5pp |
| Annual return | -5.10% | 0.46%-5.6pp | 651.12%-656.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $4,419 | $3,403+29.9% | $5,606-21.2% | $2,078+112.6% |
| Participant deferral / active EE | $7,884 | $5,264+49.8% | $6,927+13.8% | $3,356+135.0% |
| Admin fee / account holder | $11 | $116-90.8% | $10,705-99.9% | $115-90.7% |