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 5-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 |
|---|---|---|
DIRECT ADVISORS, LLC1+ years Service code 26 · EIN 20-5173405 | Advisory (Participants) | $71,933 |
NYHART1+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $48,197 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $13,262 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,786 | $91,517+21.1% | $101,248+9.4% | $73,409+50.9% |
| Participation rate | 91.0% | 73.8%+17.2pp | 75.8%+15.2pp | 72.2%+18.8pp |
| Annual return | 15.15% | 17.17%-2.0pp | 46.47%-31.3pp | 59.29%-44.1pp |
| Employer contribution / active EE | $7,685 | $2,877+167.1% | $3,660+110.0% | $2,234+244.0% |
| Participant deferral / active EE | $4,724 | $3,338+41.5% | $4,370+8.1% | $3,805+24.1% |
| Admin fee / account holder | $294 | $216+36.1% | $5,945-95.1% | $158+86.1% |