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 STE 230 · HAUPPAUGE, NY 11788 | Advisory (Plan) | $26,367 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $15,707 |
CARON & BLETZER, PLLC9+ years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $11,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,117 | $65,390+47.0% | $169,368-43.2% | $71,457+34.5% |
| Participation rate | 69.4% | 67.0%+2.5pp | 77.1%-7.7pp | 67.9%+1.5pp |
| Annual return | 19.08% | 21.31%-2.2pp | 405.60%-386.5pp | 28.85%-9.8pp |
| Employer contribution / active EE | $2,109 | $2,079+1.4% | $4,013-47.5% | $2,588-18.5% |
| Participant deferral / active EE | $4,734 | $4,367+8.4% | $6,221-23.9% | $4,289+10.4% |
| Admin fee / account holder | $432 | $1,324-67.4% | $9,003-95.2% | $1,587-72.8% |