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 |
|---|---|---|
NYHART7+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $137,262 |
NATIONAL EXCHANGE BANK AND TRUST7+ years Service code 21 · EIN 39-0493676 | Bank Trustee | $75,000 |
Filed as: FIDELITY INVESTMENTS Service code 15 P.O. BOX 770002 · CINCINNATI, OH 452778009 | Recordkeeping | $27,714 |
Filed as: RUSSELL INVESTMENT MANAGEMENT Service code 26 3 BRYANT PARK, 14TH FLOOR · NEW YORK, NY 10036 | Advisory (Participants) | $8,935 |
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 | $132,955 | $86,225+54.2% | $146,665-9.3% | $86,799+53.2% |
| Participation rate | 90.8% | 78.0%+12.9pp | 80.1%+10.8pp | 72.3%+18.6pp |
| Annual return | 16.19% | 31.23%-15.0pp | 22.74%-6.6pp | 97.91%-81.7pp |
| Employer contribution / active EE | $2,982 | $2,392+24.7% | $4,136-27.9% | $2,405+24.0% |
| Participant deferral / active EE | $6,086 | $4,245+43.4% | $5,506+10.5% | $4,131+47.3% |
| Admin fee / account holder | $398 | $195+103.6% | $10,280-96.1% | $170+134.5% |