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 |
|---|---|---|
Filed as: CONRAD CAPITAL MANAGEMENT INC Service code 27 1300 VETRANS MEMORIAL HWY · HAUPPAUGE, NY 11788 | Advisory (Plan) | $36,373 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $13,816 |
CARON & BLETZER, PLLC8+ years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $10,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,391 | $59,159+47.7% | $159,960-45.4% | $66,914+30.6% |
| Participation rate | 72.9% | 68.1%+4.7pp | 78.0%-5.1pp | 69.8%+3.1pp |
| Annual return | -22.77% | -12.26%-10.5pp | 408.60%-431.4pp | 1.58%-24.4pp |
| Employer contribution / active EE | $2,101 | $1,983+5.9% | $4,226-50.3% | $2,544-17.4% |
| Participant deferral / active EE | $4,701 | $4,395+7.0% | $6,182-24.0% | $4,237+11.0% |
| Admin fee / account holder | $500 | $591-15.4% | $8,698-94.3% | $593-15.7% |