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 |
|---|---|---|
Filed as: HAVERLOCK, ESTEY & CURRAN, LLC Service code 10 8 COMMERCE COURT · HAMPDEN, ME 04444 | Accounting | $10,923 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,790 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,465 | $49,451+18.2% | $79,550-26.5% | $66,914-12.6% |
| Participation rate | 89.8% | 61.3%+28.4pp | 69.5%+20.3pp | 69.8%+20.0pp |
| Annual return | -16.02% | 84.25%-100.3pp | 0.16%-16.2pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,122 | $1,266-11.4% | $2,413-53.5% | $2,544-55.9% |
| Participant deferral / active EE | $3,295 | $3,159+4.3% | $3,985-17.3% | $4,237-22.2% |
| Admin fee / account holder | $69 | $595-88.3% | $6,832-99.0% | $593-88.3% |