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 PARTNERS4 years Service code 49 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Other Services | $12,251 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $7,670 |
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 | $121,297 | $79,171+53.2% | $102,423+18.4% | $74,495+62.8% |
| Participation rate | 94.8% | 74.8%+20.0pp | 76.5%+18.3pp | 67.2%+27.6pp |
| Annual return | 21.40% | 54.93%-33.5pp | 29.32%-7.9pp | 1364.94%-1343.5pp |
| Employer contribution / active EE | $2,539 | $2,362+7.5% | $3,023-16.0% | $2,623-3.2% |
| Participant deferral / active EE | $7,633 | $4,415+72.9% | $5,053+51.1% | $4,346+75.6% |
| Admin fee / account holder | $70 | $2,001-96.5% | $9,451-99.3% | $1,942-96.4% |