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 CONSULTANTS2+ years Service code 17 · EIN 20-8733179 | Pension Consulting | $23,517 |
NYHART2+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $9,149 |
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 | $44,410 | $52,884-16.0% | $84,750-47.6% | $55,167-19.5% |
| Participation rate | 81.3% | 67.5%+13.8pp | 76.6%+4.7pp | 69.0%+12.3pp |
| Annual return | 9.07% | 18.03%-9.0pp | 22.78%-13.7pp | 169.23%-160.2pp |
| Employer contribution / active EE | $2,175 | $2,233-2.6% | $3,574-39.1% | $1,963+10.8% |
| Participant deferral / active EE | $1,715 | $2,644-35.1% | $3,712-53.8% | $3,054-43.9% |
| Admin fee / account holder | $159 | $581-72.5% | $5,332-97.0% | $504-68.4% |