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, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $6,695 |
AEGIS RETIREMENT PARTNERS2 years Service code 49 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Other Services | $0 |
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 | $124,524 | $65,435+90.3% | $86,677+43.7% | $66,914+86.1% |
| Participation rate | 97.9% | 75.5%+22.5pp | 76.6%+21.4pp | 69.8%+28.1pp |
| Annual return | -15.96% | -10.89%-5.1pp | 35.91%-51.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,723 | $2,153+26.5% | $2,836-4.0% | $2,544+7.0% |
| Participant deferral / active EE | $8,977 | $4,100+118.9% | $4,656+92.8% | $4,237+111.9% |
| Admin fee / account holder | $69 | $642-89.3% | $7,493-99.1% | $593-88.4% |