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, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $45,315 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $31,890 |
ROBINSON & COLE LLP11+ years Service code 70 · EIN 06-0512640 | Consulting Fees | $17,412 |
BENECOM ASSOCIATES, INC1 year Filed as: BENECOM ASSOCIATES, INC. Service code 50 · EIN 30-0726478 | Direct Payment | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $114,457 | $84,030+36.2% | $126,539-9.5% | $102,872+11.3% |
| Participation rate | 59.1% | 58.3%+0.8pp | 69.8%-10.7pp | 73.0%-13.9pp |
| Annual return | 12.92% | 17.79%-4.9pp | 425.95%-413.0pp | 19.06%-6.1pp |
| Employer contribution / active EE | $1,339 | $3,287-59.3% | $3,674-63.6% | $3,526-62.0% |
| Participant deferral / active EE | $3,435 | $3,749-8.4% | $4,083-15.9% | $5,535-37.9% |
| Admin fee / account holder | $24 | $299-92.1% | $6,065-99.6% | $292-91.9% |