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 |
|---|---|---|
NYHART6 years Service code 15 · EIN 35-0966414 | Recordkeeping | $25,213 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,943 | $82,202-35.6% | $125,339-57.8% | $64,808-18.3% |
| Participation rate | 72.9% | 77.9%-4.9pp | 82.4%-9.4pp | 71.5%+1.5pp |
| Annual return | -16.03% | 3.48%-19.5pp | 572.05%-588.1pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,337 | $3,615-63.0% | $4,814-72.2% | $2,506-46.6% |
| Participant deferral / active EE | $4,273 | $7,175-40.4% | $7,446-42.6% | $4,310-0.9% |
| Admin fee / account holder | $48 | $163-70.7% | $10,010-99.5% | $188-74.6% |