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 36-0966414 | Recordkeeping | $24,102 |
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 | $162,224 | $81,537+99.0% | $149,718+8.4% | $69,631+133.0% |
| Participation rate | 94.0% | 86.1%+7.9pp | 87.1%+6.9pp | 70.7%+23.3pp |
| Annual return | 22.45% | 22.79%-0.3pp | 1501.63%-1479.2pp | 27571.02%-27548.6pp |
| Employer contribution / active EE | $3,110 | $3,239-4.0% | $5,445-42.9% | $2,032+53.1% |
| Participant deferral / active EE | $7,169 | $4,994+43.5% | $6,569+9.1% | $3,224+122.4% |
| Admin fee / account holder | $69 | $107-35.0% | $11,283-99.4% | $110-37.1% |