Filed August 12, 2025
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... | $754 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,444 | $51,197+39.5% | $82,719-13.6% | $66,914+6.8% |
| Participation rate | 90.8% | 67.8%+22.9pp | 72.6%+18.2pp | 69.8%+21.0pp |
| Annual return | -16.91% | -9.64%-7.3pp | 701.18%-718.1pp | 1.58%-18.5pp |
| Employer contribution / active EE | $5,621 | $2,611+115.3% | $3,009+86.8% | $2,544+120.9% |
| Participant deferral / active EE | $8,095 | $3,458+134.1% | $4,395+84.2% | $4,237+91.0% |
| Admin fee / account holder | $3 | $416-99.2% | $5,329-99.9% | $593-99.4% |