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 Filed as: CARON BLETZER Service code 99 · EIN 11-1000111 LIBRARY LANE · KINGSTON, NH 03848 | Other Fees | $15,300 |
NATIONAL PENSION CONSULTANTS LLC6+ years Service code 99 · EIN 45-0478171 2435 ROUTE 6 · BREWSTER, NY 10509 | Other Fees | $7,525 |
ROBERT KELLMAN1 year Service code 99 · EIN 06-1385138 | Other Fees | $0 |
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 | $152,910 | $99,957+53.0% | $149,696+2.1% | $73,488+108.1% |
| Participation rate | 85.8% | 75.7%+10.1pp | 82.5%+3.3pp | 70.7%+15.1pp |
| Annual return | 16.02% | 53.87%-37.9pp | 276.60%-260.6pp | 28.51%-12.5pp |
| Employer contribution / active EE | $1,586 | $3,191-50.3% | $4,644-65.8% | $2,270-30.1% |
| Participant deferral / active EE | $8,376 | $6,073+37.9% | $6,842+22.4% | $3,740+124.0% |
| Admin fee / account holder | $157 | $551-71.5% | $9,309-98.3% | $513-69.5% |