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 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $101,688 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,972 |
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 | $63,181 | $56,443+11.9% | $83,848-24.6% | $55,725+13.4% |
| Participation rate | 89.6% | 72.0%+17.6pp | 76.1%+13.5pp | 70.9%+18.8pp |
| Annual return | -3.22% | 393.67%-396.9pp | 850.88%-854.1pp | 244.93%-248.1pp |
| Employer contribution / active EE | $2,549 | $2,682-4.9% | $3,631-29.8% | $2,078+22.7% |
| Participant deferral / active EE | $6,376 | $2,965+115.1% | $4,082+56.2% | $3,356+90.0% |
| Admin fee / account holder | $250 | $156+60.2% | $5,478-95.4% | $115+117.3% |