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, PLLC4 years Filed as: CARON BLETZER, PLLC Service code 99 · EIN 55-5000555 1 LIBRARY LANE · KINGSTON, NH 03848 | Other Fees | $7,286 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 49 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Other Services | $5,126 |
GRP FINANCIAL9 years Service code 99 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Other Fees | $5,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,331 | $66,098+24.6% | $101,794-19.1% | $74,304+10.8% |
| Participation rate | 92.1% | 53.8%+38.4pp | 69.2%+22.9pp | 60.3%+31.8pp |
| Annual return | 13.76% | 19.59%-5.8pp | 30.53%-16.8pp | 29.43%-15.7pp |
| Employer contribution / active EE | $213 | $1,082-80.3% | $2,289-90.7% | $2,241-90.5% |
| Participant deferral / active EE | $4,491 | $2,781+61.5% | $4,084+10.0% | $3,767+19.2% |
| Admin fee / account holder | $123 | $4,146-97.0% | $8,777-98.6% | $2,969-95.8% |