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 35-0966414 | Recordkeeping | $33,868 |
Service code 21 · EIN 39-0493676 | Bank Trustee | $31,760 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,273 | $54,573+6.8% | $90,951-35.9% | $73,488-20.7% |
| Participation rate | 95.9% | 61.2%+34.7pp | 69.0%+26.9pp | 70.7%+25.2pp |
| Annual return | 14.72% | 16.69%-2.0pp | 134.60%-119.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $589 | $991-40.6% | $2,122-72.2% | $2,270-74.0% |
| Participant deferral / active EE | $4,807 | $2,517+91.0% | $3,373+42.5% | $3,740+28.5% |
| Admin fee / account holder | $249 | $521-52.3% | $5,959-95.8% | $513-51.5% |