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 | Recordkeeping and information managem... | $1,148 |
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 | $28,114 | $51,620-45.5% | $90,281-68.9% | $65,185-56.9% |
| Participation rate | 83.1% | 68.6%+14.5pp | 73.3%+9.8pp | 70.2%+12.9pp |
| Annual return | 18.54% | 24.94%-6.4pp | 78.10%-59.6pp | 29.38%-10.8pp |
| Employer contribution / active EE | $788 | $2,235-64.7% | $2,854-72.4% | $2,177-63.8% |
| Participant deferral / active EE | $1,467 | $2,871-48.9% | $3,885-62.3% | $3,514-58.3% |
| Admin fee / account holder | $6 | $384-98.3% | $5,351-99.9% | $847-99.2% |