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 |
|---|---|---|
NYHTC - HEALTH CENTER, INC.3 years Service code 15 · EIN 13-1595091 | Recordkeeping | $186,459 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $142,324 |
NYHTC - HEALTH BENEFITS FUND3 years Service code 15 · EIN 13-9126923 | Recordkeeping | $86,200 |
PITTA LLP2 years Service code 29 · EIN 26-3852082 | Legal | $16,869 |
MSPC2 years Filed as: MSPC CERTIFIED ACCOUNTS AND ADVISOR Service code 10 · EIN 22-2951202 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,138 | $43,471+13.0% | $74,701-34.2% | $89,569-45.1% |
| Participation rate | 30.1% | 36.3%-6.1pp | 54.5%-24.3pp | 69.6%-39.5pp |
| Annual return | 19.17% | 24.97%-5.8pp | 752.92%-733.8pp | 34.56%-15.4pp |
| Employer contribution / active EE | $0 | $554-100.0% | $1,084-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,587 | $1,177+34.9% | $1,964-19.2% | $4,220-62.4% |
| Admin fee / account holder | $33 | $74-55.8% | $3,333-99.0% | $72-54.5% |