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 | Account maintenance fees; Participant... | $2,687 |
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 | $28,952 | $85,202-66.0% | $172,739-83.2% | $72,985-60.3% |
| Participation rate | 91.4% | 70.1%+21.3pp | 82.6%+8.8pp | 69.5%+21.9pp |
| Annual return | 25.50% | 27.32%-1.8pp | 802.84%-777.3pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,814 | $3,324-45.4% | $5,143-64.7% | $2,440-25.7% |
| Participant deferral / active EE | $3,862 | $3,260+18.5% | $5,198-25.7% | $3,607+7.1% |
| Admin fee / account holder | $21 | $5,884-99.6% | $13,954-99.8% | $5,124-99.6% |