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-DEALER2 years Filed as: PENSION CONSULTANTS INC. Service code 49 · EIN 06-1504963 10 WATERSIDE DRIVE · FARMINGTON, CT 06032 | Other Services | $14,562 |
CARON & BLETZER, PLLC5 years Filed as: CARON AND BLETZER Service code 99 · EIN 11-1000111 | Other Fees | $9,300 |
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 | $95,521 | $84,784+12.7% | $98,439-3.0% | $74,419+28.4% |
| Participation rate | 93.6% | 81.5%+12.0pp | 75.2%+18.4pp | 70.7%+22.8pp |
| Annual return | 12.96% | 20.59%-7.6pp | 21.16%-8.2pp | 34.38%-21.4pp |
| Employer contribution / active EE | $1,826 | $3,364-45.7% | $3,048-40.1% | $2,637-30.8% |
| Participant deferral / active EE | $5,857 | $5,218+12.2% | $4,738+23.6% | $4,528+29.4% |
| Admin fee / account holder | $69 | $204-66.2% | $8,948-99.2% | $348-80.2% |