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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,331 | $65,246+26.2% | $98,716-16.6% | $67,986+21.1% |
| Participation rate | 92.1% | 51.4%+40.7pp | 69.3%+22.8pp | 57.2%+34.9pp |
| Annual return | 13.76% | 20.58%-6.8pp | 31.81%-18.1pp | 31.67%-17.9pp |
| Employer contribution / active EE | $213 | $1,042-79.6% | $2,279-90.6% | $2,019-89.4% |
| Participant deferral / active EE | $4,491 | $2,594+73.1% | $4,048+11.0% | $3,358+33.7% |
| Admin fee / account holder | $123 | $4,561-97.3% | $8,703-98.6% | $3,203-96.1% |