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 |
|---|---|---|
HARVILL PENSION CONSULTANTS1+ years Service code 17 · EIN 20-8733179 | Pension Consulting | $23,240 |
NYHART1+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $8,742 |
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 | $38,777 | $50,464-23.2% | $75,781-48.8% | $52,331-25.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -1.51% | 1.03%-2.5pp | 9.68%-11.2pp | 4.54%-6.1pp |
| Employer contribution / active EE | $2,152 | $1,988+8.2% | $3,323-35.3% | $1,882+14.3% |
| Participant deferral / active EE | $1,553 | $2,570-39.6% | $3,651-57.5% | $3,022-48.6% |
| Admin fee / account holder | $149 | $1,103-86.5% | $5,299-97.2% | $592-74.8% |