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 | $125,509 |
NATIONAL EXCHANGE BANK AND TRUST6+ years Service code 21 · EIN 39-0493676 | Bank Trustee | $56,250 |
Filed as: FIDELITY INVESTMENTS Service code 19 P.O. BOX 770002 · CINCINNATI, OH 452778009 | Securities Custodian | $19,562 |
RUSSELL TRUST COMPANY2 years Filed as: RUSSELL INVESTMENTS MANAGEMENT Service code 26 3 BRYANT PARK, 14TH FLOOR · NEW YORK, NY 10036 | Advisory (Participants) | $13,193 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,035 | $78,419+62.0% | $133,956-5.2% | $73,409+73.1% |
| Participation rate | 76.9% | 78.6%-1.7pp | 79.8%-2.9pp | 72.2%+4.8pp |
| Annual return | 16.83% | 33.35%-16.5pp | 45.09%-28.3pp | 59.29%-42.5pp |
| Employer contribution / active EE | $2,408 | $2,044+17.8% | $3,919-38.6% | $2,234+7.8% |
| Participant deferral / active EE | $4,855 | $3,925+23.7% | $5,048-3.8% | $3,805+27.6% |
| Admin fee / account holder | $363 | $161+125.3% | $8,927-95.9% | $158+130.2% |