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 5-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,097 |
CARON & BLETZER, PLLC1 year Service code 10 1 LIBRARY LN · KINGSTON, NH 03848 | Accounting | $9,275 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,148 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $5,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,483 | $57,610-48.8% | $154,803-81.0% | $102,872-71.3% |
| Participation rate | 74.4% | 59.5%+14.9pp | 78.1%-3.7pp | 73.0%+1.4pp |
| Annual return | 22.05% | 30.49%-8.4pp | 58.88%-36.8pp | 19.06%+3.0pp |
| Employer contribution / active EE | $773 | $1,883-58.9% | $4,305-82.0% | $3,526-78.1% |
| Participant deferral / active EE | $2,230 | $2,914-23.5% | $5,540-59.7% | $5,535-59.7% |
| Admin fee / account holder | $52 | $368-85.8% | $14,329-99.6% | $292-82.1% |