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 |
|---|---|---|
NYHART1+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $11,888 |
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 | $29,808 | $46,360-35.7% | $147,614-79.8% | $52,331-43.0% |
| Participation rate | 89.4% | 64.9%+24.5pp | 84.6%+4.8pp | 68.1%+21.3pp |
| Annual return | -0.36% | 1.62%-2.0pp | 61.98%-62.3pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,566 | $2,126-26.3% | $5,564-71.9% | $1,882-16.8% |
| Participant deferral / active EE | $2,335 | $2,258+3.4% | $4,895-52.3% | $3,022-22.7% |
| Admin fee / account holder | $144 | $766-81.1% | $11,611-98.8% | $592-75.6% |