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 |
|---|---|---|
NYHART4 years Service code 15 · EIN 35-0966414 | Recordkeeping | $38,735 |
Service code 21 · EIN 39-0493676 | Bank Trustee | $35,873 |
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 | $53,375 | $49,451+7.9% | $79,550-32.9% | $66,914-20.2% |
| Participation rate | 96.1% | 61.3%+34.8pp | 69.5%+26.6pp | 69.8%+26.3pp |
| Annual return | -18.88% | 84.25%-103.1pp | 0.16%-19.0pp | 1.58%-20.5pp |
| Employer contribution / active EE | $872 | $1,266-31.1% | $2,413-63.9% | $2,544-65.7% |
| Participant deferral / active EE | $6,185 | $3,159+95.8% | $3,985+55.2% | $4,237+46.0% |
| Admin fee / account holder | $267 | $595-55.0% | $6,832-96.1% | $593-54.9% |