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 |
|---|---|---|
NYHART4 years Service code 15 · EIN 35-0966414 | Recordkeeping | $8,993 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,926 | $100,801-38.6% | $149,696-58.6% | $73,409-15.6% |
| Participation rate | 68.7% | 77.7%-9.0pp | 82.5%-13.8pp | 72.2%-3.5pp |
| Annual return | 15.92% | 265.34%-249.4pp | 276.60%-260.7pp | 59.29%-43.4pp |
| Employer contribution / active EE | $1,129 | $3,312-65.9% | $4,644-75.7% | $2,234-49.5% |
| Participant deferral / active EE | $3,533 | $6,404-44.8% | $6,842-48.4% | $3,805-7.2% |
| Admin fee / account holder | $21 | $181-88.2% | $9,309-99.8% | $158-86.5% |