See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS Service code 99 · EIN 33-3000033 | Other Fees | $9,608 |
CARON & BLETZER, PLLC3 years Filed as: CARON AND BLETZER Service code 99 · EIN 44-4000444 | Other Fees | $7,231 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,056 | $93,131+9.6% | $106,548-4.2% | $86,799+17.6% |
| Participation rate | 92.8% | 81.4%+11.4pp | 76.1%+16.7pp | 72.3%+20.5pp |
| Annual return | 17.29% | 19.45%-2.2pp | 26.80%-9.5pp | 97.91%-80.6pp |
| Employer contribution / active EE | $3,524 | $2,895+21.7% | $2,819+25.0% | $2,405+46.5% |
| Participant deferral / active EE | $5,526 | $4,708+17.4% | $4,398+25.6% | $4,131+33.8% |
| Admin fee / account holder | $89 | $145-38.3% | $7,407-98.8% | $170-47.2% |