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 Filed as: CARON AND BLETZER PLLC Service code 99 · EIN 11-1000111 | Other Fees | $16,450 |
ALPHA PENSION GROUP, INC.5+ years Service code 99 · EIN 26-2219855 | Other Fees | $15,000 |
Filed as: ALPHA PENSION GROUP, INC. ZBA ACCTS Service code 99 | Other Fees | $6,250 |
Filed as: THE ANGELL PENSION GROUP INC Service code 99 · EIN 04-2530412 | Other Fees | $4,563 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,459 | $43,133-34.0% | $89,391-68.2% | $73,488-61.3% |
| Participation rate | 92.7% | 55.0%+37.7pp | 68.0%+24.7pp | 70.7%+22.0pp |
| Annual return | 22.96% | 135.66%-112.7pp | 245.62%-222.7pp | 28.51%-5.6pp |
| Employer contribution / active EE | $1,877 | $1,438+30.6% | $2,586-27.4% | $2,270-17.3% |
| Participant deferral / active EE | $4,938 | $2,445+102.0% | $3,890+26.9% | $3,740+32.0% |
| Admin fee / account holder | $164 | $444-63.1% | $4,881-96.6% | $513-68.1% |