Filed August 1, 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 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $14,943 |
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 | $62,791 | $57,976+8.3% | $62,995-0.3% | $62,292+0.8% |
| Participation rate | 83.8% | 75.9%+7.8pp | 74.8%+9.0pp | 69.5%+14.3pp |
| Annual return | 16.91% | 17.54%-0.6pp | 87.57%-70.7pp | 28.90%-12.0pp |
| Employer contribution / active EE | $2,258 | $2,415-6.5% | $2,759-18.2% | $2,042+10.6% |
| Participant deferral / active EE | $3,373 | $2,956+14.1% | $3,329+1.3% | $3,169+6.4% |
| Admin fee / account holder | $79 | $276-71.3% | $3,600-97.8% | $479-83.5% |