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 |
|---|---|---|
NYHART3+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $13,223 |
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 | $39,879 | $55,453-28.1% | $170,442-76.6% | $62,292-36.0% |
| Participation rate | 95.3% | 66.4%+28.9pp | 83.6%+11.7pp | 69.5%+25.8pp |
| Annual return | 17.51% | 21.38%-3.9pp | 205.93%-188.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $1,729 | $2,164-20.1% | $5,433-68.2% | $2,042-15.3% |
| Participant deferral / active EE | $2,589 | $2,303+12.4% | $4,939-47.6% | $3,169-18.3% |
| Admin fee / account holder | $137 | $455-69.9% | $13,880-99.0% | $479-71.5% |