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 |
|---|---|---|
NYHART3 years Service code 15 · EIN 35-0966414 | Recordkeeping | $11,973 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 19 · EIN 20-0937408 | Securities Custodian | $6,153 |
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 | $118,908 | $89,652+32.6% | $141,162-15.8% | $65,185+82.4% |
| Participation rate | 91.9% | 74.7%+17.2pp | 82.5%+9.4pp | 70.2%+21.7pp |
| Annual return | 25.27% | 32.79%-7.5pp | 71.39%-46.1pp | 29.38%-4.1pp |
| Employer contribution / active EE | $2,525 | $3,065-17.6% | $4,735-46.7% | $2,177+16.0% |
| Participant deferral / active EE | $7,608 | $5,691+33.7% | $6,709+13.4% | $3,514+116.5% |
| Admin fee / account holder | $140 | $569-75.3% | $10,261-98.6% | $847-83.4% |