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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $94,687 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES LL Service code 27 · EIN 22-3570392 | Advisory (Plan) | $25,000 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER Service code 10 1 LIBRARY LN · KINGSTON, NH 03848 | Accounting | $16,500 |
Filed as: PRUDENTIAL RETIREMENT INSUANCE AND Service code 13 · EIN 06-1050034 | Contract Administrator | $2,808 |
Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,009 | $95,388+19.5% | $125,339-9.0% | $77,904+46.3% |
| Participation rate | 75.4% | 78.6%-3.2pp | 82.4%-7.0pp | 73.7%+1.7pp |
| Annual return | -13.99% | 116.19%-130.2pp | 572.05%-586.0pp | 12.21%-26.2pp |
| Employer contribution / active EE | $1,931 | $3,666-47.3% | $4,814-59.9% | $2,848-32.2% |
| Participant deferral / active EE | $8,121 | $7,711+5.3% | $7,446+9.1% | $4,806+69.0% |
| Admin fee / account holder | $65 | $119-45.6% | $10,010-99.4% | $133-51.2% |