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 CONSULTANTS4+ years Service code 17 · EIN 20-8733179 | Pension Consulting | $25,000 |
NYHART4+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $12,655 |
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 | $52,401 | $55,449-5.5% | $83,848-37.5% | $56,287-6.9% |
| Participation rate | 79.9% | 68.0%+11.9pp | 76.1%+3.8pp | 69.9%+10.1pp |
| Annual return | -4.78% | -1.38%-3.4pp | 850.88%-855.7pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,202 | $2,430-9.4% | $3,631-39.4% | $2,111+4.3% |
| Participant deferral / active EE | $2,274 | $2,935-22.5% | $4,082-44.3% | $3,350-32.1% |
| Admin fee / account holder | $191 | $656-70.9% | $5,478-96.5% | $521-63.4% |