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 |
|---|---|---|
NYHART5 years Service code 15 · EIN 35-0966414 | Recordkeeping | $12,943 |
MATRIX TRUST COMPANY1 year Service code 21 · EIN 75-3182674 | Bank Trustee | $10,810 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,015 | $104,475+57.9% | $159,436+3.5% | $79,386+107.9% |
| Participation rate | 95.5% | 76.6%+18.9pp | 82.8%+12.7pp | 70.7%+24.8pp |
| Annual return | 17.15% | 67.95%-50.8pp | 263.57%-246.4pp | 116.85%-99.7pp |
| Employer contribution / active EE | $2,955 | $3,417-13.5% | $4,829-38.8% | $2,427+21.7% |
| Participant deferral / active EE | $9,718 | $6,467+50.3% | $7,352+32.2% | $4,046+140.2% |
| Admin fee / account holder | $145 | $711-79.6% | $10,799-98.7% | $626-76.9% |