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 |
|---|---|---|
Service code 13 | Contract Administrator | $10,428 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $4,425 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 49 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Services | $3,970 |
Filed as: ROBIN S. WEINGAST Service code 13 · EIN 11-2859146 100 QUENTIN ROOSEVELT BLVD STE #507 · GARDEN CITY, NY 11530 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,439 | $23,224+61.2% | $71,086-47.3% | $55,725-32.8% |
| Participation rate | 34.1% | 37.9%-3.7pp | 54.7%-20.5pp | 70.9%-36.7pp |
| Annual return | -4.68% | -2.87%-1.8pp | 650.59%-655.3pp | 244.93%-249.6pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,598 | $929+72.0% | $1,874-14.7% | $3,356-52.4% |
| Admin fee / account holder | $52 | $118-55.5% | $3,082-98.3% | $115-54.4% |