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 |
|---|---|---|
NYHART1 year Service code 15 · EIN 35-0966414 | Recordkeeping | $34,194 |
Service code 21 · EIN 39-0493676 | Bank Trustee | $25,951 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,853 | $49,138+9.6% | $84,015-35.9% | $65,185-17.4% |
| Participation rate | 96.3% | 60.7%+35.5pp | 69.0%+27.2pp | 70.2%+26.1pp |
| Annual return | 24.59% | 23.00%+1.6pp | 71.31%-46.7pp | 29.38%-4.8pp |
| Employer contribution / active EE | $623 | $914-31.8% | $1,983-68.6% | $2,177-71.4% |
| Participant deferral / active EE | $4,950 | $2,397+106.5% | $3,239+52.8% | $3,514+40.9% |
| Admin fee / account holder | $244 | $543-55.0% | $6,101-96.0% | $847-71.1% |