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 |
|---|---|---|
NYHART5 years Service code 15 · EIN 35-0966414 | Recordkeeping | $25,641 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,761 | $104,317-38.9% | $159,436-60.0% | $86,799-26.5% |
| Participation rate | 75.8% | 77.7%-1.9pp | 82.8%-7.0pp | 72.3%+3.6pp |
| Annual return | 15.03% | 26.32%-11.3pp | 263.57%-248.5pp | 97.91%-82.9pp |
| Employer contribution / active EE | $1,413 | $3,451-59.0% | $4,829-70.7% | $2,405-41.3% |
| Participant deferral / active EE | $4,099 | $6,837-40.0% | $7,352-44.2% | $4,131-0.8% |
| Admin fee / account holder | $52 | $172-69.9% | $10,799-99.5% | $170-69.4% |