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 |
|---|---|---|
NATIONAL PENSION CONSULTANTS LLC9+ years Service code 49 · EIN 45-0478171 2435 ROUTE 6 · BREWSTER, NY 10509 | Other Services | $6,470 |
CARON & BLETZER, PLLC2 years Filed as: CARON AND BLETZER Service code 99 · EIN 11-1000111 | Other Fees | $5,463 |
ROBERT KELLMAN4 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 | $202,214 | $93,571+116.1% | $135,903+48.8% | $75,163+169.0% |
| Participation rate | 90.9% | 75.2%+15.7pp | 81.9%+9.0pp | 67.2%+23.7pp |
| Annual return | 16.54% | 30.90%-14.4pp | 68.23%-51.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,094 | $3,537-40.8% | $4,856-56.9% | $2,670-21.6% |
| Participant deferral / active EE | $12,336 | $6,404+92.6% | $7,758+59.0% | $4,125+199.0% |
| Admin fee / account holder | $139 | $6,975-98.0% | $10,762-98.7% | $5,651-97.5% |