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, PLLC1 year Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $12,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,637 |
Service code 13 50 LAKESIDE AVENUE, #H5 · BURLINGTON, VT 05401 | Contract Administrator | $1,170 |
Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $1,068 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,206 | $72,137+148.4% | $142,449+25.8% | $71,457+150.8% |
| Participation rate | 99.2% | 71.7%+27.5pp | 76.8%+22.5pp | 67.9%+31.3pp |
| Annual return | 13.94% | 21.15%-7.2pp | 19.99%-6.0pp | 28.85%-14.9pp |
| Employer contribution / active EE | $7,511 | $3,793+98.0% | $4,847+55.0% | $2,588+190.3% |
| Participant deferral / active EE | $7,509 | $5,280+42.2% | $6,283+19.5% | $4,289+75.1% |
| Admin fee / account holder | $90 | $1,433-93.7% | $10,011-99.1% | $1,587-94.3% |