See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NYHART1 year Service code 15 · EIN 35-0966414 | Recordkeeping | $11,576 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,975 | $98,982-67.7% | $162,163-80.3% | $65,185-50.9% |
| Participation rate | 97.5% | 85.8%+11.7pp | 87.6%+9.9pp | 70.2%+27.3pp |
| Annual return | 75.31% | 24.84%+50.5pp | 115.59%-40.3pp | 29.38%+45.9pp |
| Employer contribution / active EE | $2,741 | $3,467-20.9% | $5,614-51.2% | $2,177+25.9% |
| Participant deferral / active EE | $4,005 | $5,384-25.6% | $7,298-45.1% | $3,514+14.0% |
| Admin fee / account holder | $58 | $596-90.3% | $10,843-99.5% | $847-93.2% |