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 | $103,986 |
NATIONAL EXCHANGE BANK AND TRUST5+ years Service code 21 · EIN 39-0493676 | Bank Trustee | $75,000 |
Filed as: FIDELITY INVESTMENTS Service code 19 P.O. BOX 770002 · CINCINNATI, OH 452778009 | Securities Custodian | $15,803 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS MANAGEMENT Service code 26 3 BRYANT PARK, 14TH FLOOR · NEW YORK, NY 10036 | Advisory (Participants) | $11,616 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,286 | $69,159+62.4% | $125,175-10.3% | $67,579+66.2% |
| Participation rate | 90.9% | 78.2%+12.7pp | 79.8%+11.1pp | 71.3%+19.6pp |
| Annual return | 24.14% | 27.12%-3.0pp | 43.79%-19.7pp | 378.56%-354.4pp |
| Employer contribution / active EE | $2,644 | $2,023+30.7% | $3,865-31.6% | $2,148+23.1% |
| Participant deferral / active EE | $5,140 | $3,700+38.9% | $4,937+4.1% | $3,539+45.2% |
| Admin fee / account holder | $365 | $142+157.6% | $9,702-96.2% | $142+156.7% |