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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
IHT WEALTH MANAGEMENT LLC3 years Filed as: IHT WEALTH MANAGEMENT, LLC Service code 26 | Advisory (Participants) | $14,455 |
Filed as: JOHN HANCOCK LIC OF NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $1,730 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,433 | $54,517-79.0% | $75,972-85.0% | $74,495-84.7% |
| Participation rate | 97.8% | 60.3%+37.5pp | 69.1%+28.7pp | 67.2%+30.6pp |
| Annual return | 15.63% | 31.82%-16.2pp | 359.55%-343.9pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $755 | $1,777-57.5% | $2,685-71.9% | $2,623-71.2% |
| Participant deferral / active EE | $2,161 | $3,066-29.5% | $4,255-49.2% | $4,346-50.3% |
| Admin fee / account holder | $110 | $2,229-95.1% | $6,467-98.3% | $1,942-94.3% |