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 |
|---|---|---|
NYHART6 years Service code 15 · EIN 35-0966414 | Recordkeeping | $19,414 |
MATRIX TRUST COMPANY2 years Service code 21 · EIN 75-3182674 | Bank Trustee | $15,345 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,485 | $84,487+88.8% | $125,339+27.2% | $66,914+138.3% |
| Participation rate | 95.8% | 76.4%+19.4pp | 82.4%+13.5pp | 69.8%+26.0pp |
| Annual return | -18.85% | -8.39%-10.5pp | 572.05%-590.9pp | 1.58%-20.4pp |
| Employer contribution / active EE | $2,890 | $3,553-18.7% | $4,814-40.0% | $2,544+13.6% |
| Participant deferral / active EE | $10,247 | $6,781+51.1% | $7,446+37.6% | $4,237+141.9% |
| Admin fee / account holder | $236 | $685-65.5% | $10,010-97.6% | $593-60.1% |