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 99 · EIN 47-1411118 | Other Fees | $15,000 |
CARON & BLETZER, PLLC3 years Filed as: CARON AND BLETZER PLLC Service code 99 · EIN 11-1000111 | Other Fees | $8,600 |
Filed as: THE ANGELL PENSION GROUP INC Service code 99 · EIN 04-2530412 | Other Fees | $7,545 |
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 | $28,894 | $37,393-22.7% | $77,024-62.5% | $66,914-56.8% |
| Participation rate | 94.9% | 52.9%+42.1pp | 67.9%+27.0pp | 69.8%+25.1pp |
| Annual return | -17.52% | -3.29%-14.2pp | 42.32%-59.8pp | 1.58%-19.1pp |
| Employer contribution / active EE | $2,047 | $1,531+33.7% | $2,812-27.2% | $2,544-19.5% |
| Participant deferral / active EE | $4,609 | $2,617+76.1% | $4,426+4.1% | $4,237+8.8% |
| Admin fee / account holder | $341 | $567-39.8% | $5,425-93.7% | $593-42.5% |