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 |
|---|---|---|
NYHART9 years Service code 15 · EIN 35-0966414 | Recordkeeping | $33,129 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,839 | $59,417+32.7% | $93,606-15.8% | $74,495+5.8% |
| Participation rate | 86.3% | 59.7%+26.6pp | 68.7%+17.5pp | 67.2%+19.1pp |
| Annual return | 11.18% | 81.83%-70.7pp | 133.20%-122.0pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $784 | $1,264-37.9% | $2,420-67.6% | $2,623-70.1% |
| Participant deferral / active EE | $5,694 | $3,050+86.7% | $4,411+29.1% | $4,346+31.0% |
| Admin fee / account holder | $20 | $3,021-99.3% | $8,285-99.8% | $1,942-99.0% |