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, PLLC6+ years Service code 10 51 CHURCH STREET PO BOX 668 · KINGSTON, NH 03848 | Accounting | $9,450 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,358 |
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 | $126,364 | $62,132+103.4% | $185,823-32.0% | $73,488+72.0% |
| Participation rate | 72.1% | 67.8%+4.3pp | 78.0%-6.0pp | 70.7%+1.4pp |
| Annual return | 15.04% | 20.44%-5.4pp | 35.95%-20.9pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,930 | $1,681+14.8% | $4,087-52.8% | $2,270-15.0% |
| Participant deferral / active EE | $4,534 | $3,711+22.2% | $5,632-19.5% | $3,740+21.3% |
| Admin fee / account holder | $46 | $419-89.1% | $9,500-99.5% | $513-91.1% |