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: NEW CENTURY INVESTMENT MGMT, LLC Service code 16 · EIN 20-1232890 | Consulting | $7,523 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $6,343 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 16 · EIN 04-2530412 | Consulting | $5,019 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,828 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,419 | $65,061+66.6% | $143,757-24.6% | $66,914+62.0% |
| Participation rate | 97.7% | 65.2%+32.5pp | 80.3%+17.4pp | 69.8%+27.9pp |
| Annual return | -17.78% | -11.14%-6.6pp | -0.04%-17.7pp | 1.58%-19.4pp |
| Employer contribution / active EE | $4,841 | $2,361+105.1% | $4,951-2.2% | $2,544+90.3% |
| Participant deferral / active EE | $7,057 | $2,919+141.8% | $5,637+25.2% | $4,237+66.6% |
| Admin fee / account holder | $98 | $502-80.4% | $14,673-99.3% | $593-83.4% |