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 AND BLETZER Service code 99 · EIN 11-1000111 | Other Fees | $10,200 |
NATIONAL PENSION CONSULTANTS LLC10+ years Service code 49 · EIN 45-0478171 2435 ROUTE 6 · BREWSTER, NY 10509 | Other Services | $6,050 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,315 | $102,317+127.1% | $146,958+58.1% | $80,856+187.3% |
| Participation rate | 86.9% | 75.8%+11.1pp | 82.2%+4.7pp | 67.6%+19.3pp |
| Annual return | 13.42% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,335 | $3,713-37.1% | $4,933-52.7% | $2,755-15.2% |
| Participant deferral / active EE | $12,994 | $6,644+95.6% | $8,070+61.0% | $4,296+202.5% |
| Admin fee / account holder | $150 | $7,941-98.1% | $12,998-98.8% | $6,918-97.8% |