Filed March 13, 2026 (most recent of 2 filings on file)
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... | $3,450 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,306 | $62,928-63.0% | $172,739-86.5% | $67,579-65.5% |
| Participation rate | 95.6% | 64.5%+31.2pp | 82.6%+13.0pp | 71.3%+24.3pp |
| Annual return | 20.93% | 30.36%-9.4pp | 802.84%-781.9pp | 378.56%-357.6pp |
| Employer contribution / active EE | $479 | $1,636-70.7% | $5,143-90.7% | $2,148-77.7% |
| Participant deferral / active EE | $908 | $2,145-57.7% | $5,198-82.5% | $3,539-74.3% |
| Admin fee / account holder | $9 | $167-94.8% | $13,954-99.9% | $142-94.0% |