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 |
|---|---|---|
AEGIS RETIREMENT PARTNERS3 years Service code 49 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Other Services | $11,658 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $11,000 |
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 | $118,816 | $76,050+56.2% | $96,544+23.1% | $71,457+66.3% |
| Participation rate | 94.8% | 74.4%+20.4pp | 76.0%+18.8pp | 67.9%+26.9pp |
| Annual return | 14.54% | 22.81%-8.3pp | 25.84%-11.3pp | 28.85%-14.3pp |
| Employer contribution / active EE | $2,855 | $2,244+27.2% | $2,965-3.7% | $2,588+10.3% |
| Participant deferral / active EE | $8,221 | $4,215+95.0% | $4,851+69.5% | $4,289+91.7% |
| Admin fee / account holder | $81 | $2,707-97.0% | $8,252-99.0% | $1,587-94.9% |