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-DEALER4 years Filed as: PENSION CONSULTANTS INC. Service code 49 · EIN 06-1504963 10 WATERSIDE DRIVE · FARMINGTON, CT 06032 | Other Services | $22,587 |
CARON & BLETZER, PLLC7 years Filed as: CARON AND BLETZER Service code 99 · EIN 04-3499945 | Other Fees | $13,883 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES Service code 49 | Other Services | $4,700 |
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 | $125,393 | $104,919+19.5% | $116,228+7.9% | $85,563+46.6% |
| Participation rate | 93.5% | 78.6%+14.9pp | 74.6%+19.0pp | 66.0%+27.5pp |
| Annual return | 12.21% | 15.38%-3.2pp | 90.06%-77.8pp | 31.51%-19.3pp |
| Employer contribution / active EE | $2,970 | $3,485-14.8% | $2,994-0.8% | $2,654+11.9% |
| Participant deferral / active EE | $5,985 | $5,306+12.8% | $4,953+20.8% | $4,375+36.8% |
| Admin fee / account holder | $128 | $429-70.2% | $11,989-98.9% | $834-84.7% |