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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 LLC4 years Filed as: IHT WEALTH MANAGEMENT, LLC Service code 26 | Advisory (Participants) | $18,683 |
Filed as: JOHN HANCOCK LIC OF NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $1,826 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,458 | $59,097-75.5% | $82,389-82.5% | $74,304-80.5% |
| Participation rate | 97.8% | 52.8%+45.1pp | 69.5%+28.3pp | 60.3%+37.5pp |
| Annual return | 20.55% | 22.85%-2.3pp | 28.67%-8.1pp | 29.43%-8.9pp |
| Employer contribution / active EE | $619 | $1,601-61.3% | $2,517-75.4% | $2,241-72.4% |
| Participant deferral / active EE | $2,443 | $2,775-12.0% | $4,155-41.2% | $3,767-35.2% |
| Admin fee / account holder | $134 | $4,489-97.0% | $7,231-98.2% | $2,969-95.5% |