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, PLLC2 years Service code 49 51 CHURCH STREET PO BOX 668 · KINGSTON, NH 03848 | Other Services | $8,900 |
THIRD PARTY ADMINISTRATORS, INC.5+ years Service code 13 2 EXECUTIVE PARK DRIVE, SUITE 100 · BEDFORD, NH 03110 | Contract Administrator | $7,651 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $2,131 |
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 | $68,188 | $47,922+42.3% | $75,886-10.1% | $65,185+4.6% |
| Participation rate | 71.6% | 63.0%+8.6pp | 69.3%+2.3pp | 70.2%+1.4pp |
| Annual return | 43.02% | 24.12%+18.9pp | 30.76%+12.3pp | 29.38%+13.6pp |
| Employer contribution / active EE | $2,187 | $1,557+40.4% | $2,500-12.5% | $2,177+0.5% |
| Participant deferral / active EE | $3,358 | $2,550+31.7% | $3,603-6.8% | $3,514-4.4% |
| Admin fee / account holder | $106 | $532-80.1% | $5,418-98.0% | $847-87.5% |