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, PLLC4 years Filed as: CARON AND BLETZER Service code 99 · EIN 11-1000111 | Other Fees | $11,500 |
NATIONAL PENSION CONSULTANTS LLC11+ years Service code 49 · EIN 45-0478171 2435 ROUTE 6 · BREWSTER, NY 10509 | Other Services | $5,960 |
ROBERT KELLMAN6 years Service code 99 · EIN 06-1385138 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $255,422 | $109,881+132.5% | $150,045+70.2% | $84,808+201.2% |
| Participation rate | 89.0% | 76.1%+12.9pp | 82.3%+6.7pp | 68.3%+20.7pp |
| Annual return | 10.91% | 28.25%-17.3pp | 62.55%-51.6pp | 40.90%-30.0pp |
| Employer contribution / active EE | $2,359 | $3,561-33.8% | $4,693-49.7% | $2,631-10.3% |
| Participant deferral / active EE | $12,510 | $6,636+88.5% | $7,997+56.4% | $4,212+197.0% |
| Admin fee / account holder | $155 | $8,568-98.2% | $13,435-98.8% | $7,344-97.9% |