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 |
|---|---|---|
NYHART4 years Service code 15 · EIN 35-0966414 | Recordkeeping | $25,154 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,359 | $102,553-62.6% | $151,611-74.7% | $66,914-42.7% |
| Participation rate | 96.0% | 85.5%+10.5pp | 87.5%+8.5pp | 69.8%+26.2pp |
| Annual return | -16.79% | -10.82%-6.0pp | 3.33%-20.1pp | 1.58%-18.4pp |
| Employer contribution / active EE | $3,302 | $4,180-21.0% | $6,166-46.4% | $2,544+29.8% |
| Participant deferral / active EE | $4,827 | $6,641-27.3% | $8,363-42.3% | $4,237+13.9% |
| Admin fee / account holder | $92 | $630-85.4% | $11,616-99.2% | $593-84.5% |