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 |
|---|---|---|
NYHART2 years Service code 15 · EIN 35-0966414 | Recordkeeping | $26,363 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,626 | $136,307-70.2% | $177,821-77.2% | $73,488-44.7% |
| Participation rate | 95.2% | 86.1%+9.1pp | 87.7%+7.5pp | 70.7%+24.6pp |
| Annual return | 17.43% | 18.68%-1.2pp | 48.32%-30.9pp | 28.51%-11.1pp |
| Employer contribution / active EE | $3,081 | $3,712-17.0% | $5,918-47.9% | $2,270+35.7% |
| Participant deferral / active EE | $4,329 | $5,829-25.7% | $7,714-43.9% | $3,740+15.8% |
| Admin fee / account holder | $124 | $596-79.1% | $12,427-99.0% | $513-75.8% |