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 49 51 CHURCH STREET PO BOX 668 · KINGSTON, NH 03848 | Other Services | $19,000 |
THIRD PARTY ADMINISTRATORS, INC.4+ years Service code 13 2 EXECUTIVE PARK DRIVE, SUITE 100 · BEDFORD, NH 03110 | Contract Administrator | $11,170 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $1,394 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,172 | $42,396+20.7% | $67,313-24.0% | $56,287-9.1% |
| Participation rate | 69.2% | 61.0%+8.2pp | 69.1%+0.1pp | 69.9%-0.7pp |
| Annual return | -6.11% | -36.63%+30.5pp | -4.08%-2.0pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,559 | $1,414+10.3% | $2,566-39.2% | $2,111-26.1% |
| Participant deferral / active EE | $2,659 | $2,360+12.7% | $3,568-25.5% | $3,350-20.6% |
| Admin fee / account holder | $196 | $510-61.5% | $4,507-95.6% | $521-62.4% |