See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CONRAD CAPITAL MANAGEMENT INC.1 year Filed as: CONRAD CAPITAL MANAGEMENT INC Service code 27 1300 VETERANS MEMORIAL HWY · HAUPPAUGE, NY 11788 | Advisory (Plan) | $20,129 |
CARON & BLETZER, PLLC7+ years Service code 10 1 LIBRARY LN · KINGSTON, NH 03848 | Accounting | $9,700 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,826 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,330 | $70,879+105.0% | $189,557-23.3% | $79,386+83.1% |
| Participation rate | 72.7% | 68.0%+4.8pp | 78.4%-5.7pp | 70.7%+2.0pp |
| Annual return | 16.27% | 20.70%-4.4pp | 64.17%-47.9pp | 116.85%-100.6pp |
| Employer contribution / active EE | $2,008 | $1,806+11.2% | $4,412-54.5% | $2,427-17.3% |
| Participant deferral / active EE | $4,678 | $4,081+14.6% | $6,174-24.2% | $4,046+15.6% |
| Admin fee / account holder | $265 | $647-59.1% | $9,807-97.3% | $626-57.7% |