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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS INC Service code 49 | Other Services | $27,538 |
CARON & BLETZER, PLLC4 years Filed as: CARON AND BLETZER Service code 99 · EIN 44-4000444 | Other Fees | $16,500 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS Service code 99 · EIN 33-3000033 | Other Fees | $12,635 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $38 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS INC. Service code 49 74 BATTERSON PARK RD · FARMINGTON, CT 06032 | Other Services | $0 |
Annual investment return 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 | $87,917 | $81,908+7.3% | $90,749-3.1% | $64,808+35.7% |
| Participation rate | 92.8% | 80.5%+12.3pp | 75.7%+17.1pp | 71.5%+21.3pp |
| Annual return | -18.09% | -12.53%-5.6pp | -12.16%-5.9pp | 32.82%-50.9pp |
| Employer contribution / active EE | $1,812 | $3,065-40.9% | $2,921-38.0% | $2,506-27.7% |
| Participant deferral / active EE | $5,809 | $4,840+20.0% | $4,564+27.3% | $4,310+34.8% |
| Admin fee / account holder | $102 | $157-34.9% | $8,445-98.8% | $188-45.5% |