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, PLLC1 year Filed as: CARON BLETZER Service code 99 · EIN 11-1000111 LIBRARY LANE · KINGSTON, NH 03848 | Other Fees | $7,575 |
NATIONAL PENSION CONSULTANTS LLC4+ years Service code 99 · EIN 45-0478171 2435 ROUTE 6 · BREWSTER, NY 10509 | Other Fees | $214 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,436 | $73,102+90.7% | $123,544+12.9% | $56,287+147.7% |
| Participation rate | 76.6% | 74.3%+2.3pp | 82.3%-5.7pp | 69.9%+6.7pp |
| Annual return | -4.37% | 3.01%-7.4pp | 119.20%-123.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,451 | $2,977-51.3% | $4,628-68.6% | $2,111-31.3% |
| Participant deferral / active EE | $8,317 | $5,423+53.4% | $6,426+29.4% | $3,350+148.3% |
| Admin fee / account holder | $96 | $554-82.7% | $9,284-99.0% | $521-81.6% |