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 |
|---|---|---|
NYHART5 years Service code 15 · EIN 35-0966414 | Recordkeeping | $39,597 |
Service code 21 · EIN 39-0493676 | Bank Trustee | $34,295 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,731 | $54,701+7.4% | $86,188-31.9% | $71,457-17.8% |
| Participation rate | 88.3% | 60.1%+28.2pp | 69.0%+19.4pp | 67.9%+20.4pp |
| Annual return | 17.17% | 20.06%-2.9pp | 1168.45%-1151.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $832 | $1,265-34.3% | $2,380-65.1% | $2,588-67.9% |
| Participant deferral / active EE | $5,748 | $3,108+84.9% | $3,985+44.2% | $4,289+34.0% |
| Admin fee / account holder | $247 | $1,922-87.1% | $6,852-96.4% | $1,587-84.4% |