See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,441 |
CARON & BLETZER, PLLC6 years Service code 10 · EIN 04-3499945 | Accounting | $10,350 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $9,971 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,600 | $56,317-13.7% | $71,209-31.7% | $74,304-34.6% |
| Participation rate | 96.6% | 55.1%+41.5pp | 73.8%+22.8pp | 60.3%+36.2pp |
| Annual return | 10.94% | 42.83%-31.9pp | 282.51%-271.6pp | 29.43%-18.5pp |
| Employer contribution / active EE | $2,801 | $2,160+29.7% | $2,721+3.0% | $2,241+25.0% |
| Participant deferral / active EE | $3,495 | $2,788+25.4% | $4,175-16.3% | $3,767-7.2% |
| Admin fee / account holder | $355 | $2,290-84.5% | $5,349-93.4% | $2,969-88.1% |