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 AND BLETZER Service code 99 · EIN 11-1000111 | Other Fees | $8,600 |
KENNETH J AUFESSER ESQ1 year Service code 99 · EIN 22-3903404 | Other Fees | $2,200 |
NATIONAL PENSION CONSULTANTS LLC8+ years Service code 49 · EIN 45-0478171 2435 ROUTE 6 · BREWSTER, NY 10509 | Other Services | $0 |
ROBERT KELLMAN3 years Service code 99 · EIN 06-1385138 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,202 | $84,487+96.7% | $125,339+32.6% | $66,914+148.4% |
| Participation rate | 92.9% | 76.4%+16.4pp | 82.4%+10.5pp | 69.8%+23.1pp |
| Annual return | -16.74% | -8.39%-8.3pp | 572.05%-588.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,806 | $3,553-49.2% | $4,814-62.5% | $2,544-29.0% |
| Participant deferral / active EE | $10,050 | $6,781+48.2% | $7,446+35.0% | $4,237+137.2% |
| Admin fee / account holder | $141 | $685-79.4% | $10,010-98.6% | $593-76.2% |