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, PLLC1 year Service code 99 1 LIBRARY LANE · KINGSTON, NH 03848 | Other Fees | $1,792 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,256 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,962 | $86,944+104.7% | $107,525+65.5% | $74,304+139.5% |
| Participation rate | 63.2% | 59.6%+3.6pp | 75.1%-11.9pp | 60.3%+2.8pp |
| Annual return | 18.21% | 23.52%-5.3pp | 181.32%-163.1pp | 29.43%-11.2pp |
| Employer contribution / active EE | $5,839 | $2,757+111.8% | $3,754+55.6% | $2,241+160.5% |
| Participant deferral / active EE | $6,641 | $3,554+86.9% | $5,116+29.8% | $3,767+76.3% |
| Admin fee / account holder | $17 | $3,727-99.5% | $8,919-99.8% | $2,969-99.4% |