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 Service code 10 · EIN 04-3499945 | Accounting | $8,000 |
Filed as: NEW CENTURY INVESTMENT MGMT, LLC Service code 16 · EIN 20-1232890 | Consulting | $8,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,696 |
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 | $109,869 | $52,953+107.5% | $172,739-36.4% | $65,185+68.6% |
| Participation rate | 97.4% | 66.2%+31.3pp | 82.6%+14.8pp | 70.2%+27.2pp |
| Annual return | 24.76% | 30.12%-5.4pp | 802.84%-778.1pp | 29.38%-4.6pp |
| Employer contribution / active EE | $4,082 | $2,190+86.4% | $5,143-20.6% | $2,177+87.5% |
| Participant deferral / active EE | $6,157 | $2,471+149.2% | $5,198+18.5% | $3,514+75.2% |
| Admin fee / account holder | $103 | $472-78.1% | $13,954-99.3% | $847-87.8% |