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, PLLC2 years Filed as: CARON BLETZER Service code 99 · EIN 11-1000111 LIBRARY LANE · KINGSTON, NH 03848 | Other Fees | $4,361 |
NATIONAL PENSION CONSULTANTS LLC5+ years Service code 99 · EIN 45-0478171 2435 ROUTE 6 · BREWSTER, NY 10509 | Other Fees | $3,793 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $141,652 | $89,652+58.0% | $141,162+0.3% | $65,185+117.3% |
| Participation rate | 81.9% | 74.7%+7.2pp | 82.5%-0.6pp | 70.2%+11.7pp |
| Annual return | 18.73% | 32.79%-14.1pp | 71.39%-52.7pp | 29.38%-10.6pp |
| Employer contribution / active EE | $1,506 | $3,065-50.9% | $4,735-68.2% | $2,177-30.8% |
| Participant deferral / active EE | $7,702 | $5,691+35.3% | $6,709+14.8% | $3,514+119.2% |
| Admin fee / account holder | $73 | $569-87.1% | $10,261-99.3% | $847-91.3% |