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) | $117,527 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $82,605 | $66,601+24.0% | $92,893-11.1% | $67,579+22.2% |
| Participation rate | 93.7% | 72.5%+21.2pp | 76.0%+17.7pp | 71.3%+22.4pp |
| Annual return | 20.19% | 92.58%-72.4pp | 109.41%-89.2pp | 378.56%-358.4pp |
| Employer contribution / active EE | $3,289 | $2,775+18.5% | $3,653-10.0% | $2,148+53.1% |
| Participant deferral / active EE | $7,248 | $3,157+129.6% | $4,236+71.1% | $3,539+104.8% |
| Admin fee / account holder | $252 | $199+26.8% | $5,794-95.6% | $142+77.2% |