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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $57,157 |
CARON & BLETZER, PLLC1 year Filed as: CARON BLETZER Service code 10 · EIN 04-3499945 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $10,498 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,456 | $148,978+25.8% | $200,582-6.5% | $84,808+121.0% |
| Participation rate | 89.6% | 84.2%+5.4pp | 86.9%+2.7pp | 68.3%+21.3pp |
| Annual return | 14.02% | 28.16%-14.1pp | 42.33%-28.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,803 | $4,815-41.8% | $6,419-56.3% | $2,631+6.5% |
| Participant deferral / active EE | $16,783 | $7,142+135.0% | $9,331+79.9% | $4,212+298.5% |
| Admin fee / account holder | $559 | $13,977-96.0% | $16,305-96.6% | $7,344-92.4% |