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 |
|---|---|---|
NYHART6 years Service code 15 · EIN 35-0966414 | Recordkeeping | $46,909 |
Service code 21 · EIN 39-0493676 | Bank Trustee | $40,136 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,814 | $59,417-1.0% | $93,606-37.2% | $74,495-21.0% |
| Participation rate | 97.1% | 59.7%+37.5pp | 68.7%+28.4pp | 67.2%+29.9pp |
| Annual return | 14.97% | 81.83%-66.9pp | 133.20%-118.2pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,353 | $1,264+7.0% | $2,420-44.1% | $2,623-48.4% |
| Participant deferral / active EE | $5,818 | $3,050+90.8% | $4,411+31.9% | $4,346+33.9% |
| Admin fee / account holder | $254 | $3,021-91.6% | $8,285-96.9% | $1,942-86.9% |