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 |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $42,608 |
Filed as: EMPOWER ANNUITY INS COMPANY OF AMER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,036 |
NBT BANCORP NA2 years Filed as: NBT BANK NA DBA TPA EXPERTS Service code 13 41 CAMPUS DR · NEW GLOUCESTER, ME 04260 | Contract Administrator | $11,100 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $135,496 | $96,484+40.4% | $156,263-13.3% | $74,304+82.4% |
| Participation rate | 81.6% | 67.7%+13.9pp | 78.9%+2.7pp | 60.3%+21.2pp |
| Annual return | 31.70% | 17.73%+14.0pp | 59.47%-27.8pp | 29.43%+2.3pp |
| Employer contribution / active EE | $2,323 | $2,528-8.1% | $4,333-46.4% | $2,241+3.6% |
| Participant deferral / active EE | $7,966 | $4,286+85.8% | $6,158+29.3% | $3,767+111.4% |
| Admin fee / account holder | $514 | $3,728-86.2% | $14,255-96.4% | $2,969-82.7% |