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 |
|---|---|---|
NYHART2 years Service code 15 · EIN 35-0966414 | Recordkeeping | $11,889 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 19 · EIN 20-0937408 | Securities Custodian | $5,603 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,925 | $73,102+36.7% | $123,544-19.1% | $56,287+77.5% |
| Participation rate | 94.5% | 74.3%+20.2pp | 82.3%+12.2pp | 69.9%+24.6pp |
| Annual return | -7.68% | 3.01%-10.7pp | 119.20%-126.9pp | -9.96%+2.3pp |
| Employer contribution / active EE | $2,457 | $2,977-17.5% | $4,628-46.9% | $2,111+16.4% |
| Participant deferral / active EE | $7,344 | $5,423+35.4% | $6,426+14.3% | $3,350+119.2% |
| Admin fee / account holder | $147 | $554-73.5% | $9,284-98.4% | $521-71.8% |