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 |
|---|---|---|
NYHART3 years Service code 15 · EIN 35-0966414 | Recordkeeping | $47,730 |
Service code 21 · EIN 39-0493676 | Bank Trustee | $27,461 |
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 | $68,985 | $59,263+16.4% | $96,562-28.6% | $79,386-13.1% |
| Participation rate | 96.2% | 61.9%+34.3pp | 69.8%+26.4pp | 70.7%+25.5pp |
| Annual return | 13.74% | 27.07%-13.3pp | 37.78%-24.0pp | 116.85%-103.1pp |
| Employer contribution / active EE | $669 | $1,216-44.9% | $2,356-71.6% | $2,427-72.4% |
| Participant deferral / active EE | $5,717 | $2,948+94.0% | $3,849+48.5% | $4,046+41.3% |
| Admin fee / account holder | $282 | $658-57.2% | $6,181-95.4% | $626-55.0% |