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 |
|---|---|---|
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $8,500 |
Filed as: NEW CENTURY INVESTMENT MGMT, LLC Service code 16 · EIN 20-1232890 | Consulting | $8,000 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 17 · EIN 04-2530412 | Pension Consulting | $7,120 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,065 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,008 | $58,879+105.5% | $178,490-32.2% | $73,488+64.7% |
| Participation rate | 98.5% | 66.2%+32.3pp | 81.9%+16.6pp | 70.7%+27.8pp |
| Annual return | 16.17% | 24.86%-8.7pp | 151.07%-134.9pp | 28.51%-12.3pp |
| Employer contribution / active EE | $4,653 | $2,236+108.1% | $5,011-7.1% | $2,270+105.0% |
| Participant deferral / active EE | $6,437 | $2,567+150.7% | $5,202+23.8% | $3,740+72.1% |
| Admin fee / account holder | $109 | $400-72.8% | $13,984-99.2% | $513-78.7% |