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 | $9,500 |
Filed as: PLAN INTEGRITY PARTNERS Service code 13 50 LAKESIDE AVENUE #5 · BURLINGTON, VT 05401 | Contract Administrator | $1,718 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,667 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,098 | $72,137-7.0% | $142,449-52.9% | $71,457-6.1% |
| Participation rate | 63.5% | 71.7%-8.2pp | 76.8%-13.2pp | 67.9%-4.4pp |
| Annual return | 21.59% | 21.15%+0.4pp | 19.99%+1.6pp | 28.85%-7.3pp |
| Employer contribution / active EE | $512 | $3,793-86.5% | $4,847-89.4% | $2,588-80.2% |
| Participant deferral / active EE | $3,187 | $5,280-39.6% | $6,283-49.3% | $4,289-25.7% |
| Admin fee / account holder | $77 | $1,433-94.6% | $10,011-99.2% | $1,587-95.1% |