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 Service code 10 51 CHURCH STREET · KINGSTON, NH 03848 | Accounting | $8,750 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,969 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,130 | $48,576+79.4% | $169,463-48.6% | $56,287+54.8% |
| Participation rate | 70.4% | 65.8%+4.6pp | 77.8%-7.3pp | 69.9%+0.6pp |
| Annual return | -3.92% | -2.51%-1.4pp | 1.83%-5.7pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,733 | $1,559+11.1% | $4,159-58.3% | $2,111-17.9% |
| Participant deferral / active EE | $3,643 | $3,275+11.2% | $5,277-31.0% | $3,350+8.8% |
| Admin fee / account holder | $68 | $435-84.4% | $9,109-99.3% | $521-87.0% |