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 |
|---|---|---|
HELLER PENSION ASSOC., INC.2+ years Service code 49 1363 RTE 9G · HYDE PARK, NY 12538 | Other Services | $12,120 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 51 218 PLAZA ROAD · KINGSTON, NY 12401 | Investment Mgmt Fees | $11,864 |
CARON & BLETZER, PLLC2+ years Service code 10 51 CHURCH STREET · KINGSTON, NH 03848 | Accounting | $6,500 |
Filed as: MERRILL LYNCH Service code 51 151 STOCKADE DRIVE · KINGSTON, NY 12401 | Investment Mgmt Fees | $6,433 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,401 | $57,976-49.3% | $62,995-53.3% | $62,292-52.8% |
| Participation rate | 95.8% | 75.9%+19.9pp | 74.8%+21.0pp | 69.5%+26.3pp |
| Annual return | 10.73% | 17.54%-6.8pp | 87.57%-76.8pp | 28.90%-18.2pp |
| Employer contribution / active EE | $1,736 | $2,415-28.1% | $2,759-37.1% | $2,042-15.0% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,329-100.0% | $3,169-100.0% |
| Admin fee / account holder | $236 | $276-14.4% | $3,600-93.4% | $479-50.8% |