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.
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| Provider | Service type | Compensation |
|---|---|---|
PARK AVENUE SECURITIES LLC8+ years Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $71,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,711 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,514 | $95,918-15.0% | $151,611-46.2% | $77,904+4.6% |
| Participation rate | 97.0% | 88.7%+8.2pp | 87.5%+9.5pp | 73.7%+23.3pp |
| Annual return | -18.67% | -5.50%-13.2pp | 3.33%-22.0pp | 12.21%-30.9pp |
| Employer contribution / active EE | $5,502 | $4,330+27.1% | $6,166-10.8% | $2,848+93.2% |
| Participant deferral / active EE | $9,851 | $7,508+31.2% | $8,363+17.8% | $4,806+105.0% |
| Admin fee / account holder | $41 | $93-56.3% | $11,616-99.6% | $133-69.2% |