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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $3,352 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,460 | $52,953-68.9% | $172,739-90.5% | $65,185-74.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 17.65% | 30.12%-12.5pp | 802.84%-785.2pp | 29.38%-11.7pp |
| Employer contribution / active EE | $810 | $2,190-63.0% | $5,143-84.2% | $2,177-62.8% |
| Participant deferral / active EE | $818 | $2,471-66.9% | $5,198-84.3% | $3,514-76.7% |
| Admin fee / account holder | $11 | $472-97.7% | $13,954-99.9% | $847-98.7% |