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 4-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 |
|---|---|---|
D.L. CARLSON INVESTMENT GROUP1+ years Filed as: D.L. CARLSON INVESTMENT GROUP, INC. Service code 27 101 NORTH STATE STREET, SUITE 2 · CONCORD, NH 033014321 | Advisory (Plan) | $53,154 |
Filed as: GROSS MENDELSOHN AND ASSOCIATES Service code 10 36 SOUTH CHARLES STREET, 18TH FLOOR · BALTIMORE, MD 21201 | Accounting | $12,000 |
THIRD PARTY ADMINISTRATORS, INC.1+ years Service code 17 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Pension Consulting | $6,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,475 | $56,199+4.0% | $67,652-13.6% | $59,632-1.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 2.20% | 18505.31%-18503.1pp | 6625.04%-6622.8pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $4,908 | $1,614+204.0% | $2,266+116.6% | $2,203+122.8% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $514 | $3,958-87.0% | $4,821-89.3% | $4,297-88.0% |