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 13 · EIN 42-0127290 | Contract Administrator | $12,054 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $9,900 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $8,831 |
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 | $43,093 | $58,264-26.0% | $86,612-50.2% | $71,457-39.7% |
| Participation rate | 91.5% | 65.0%+26.5pp | 71.7%+19.8pp | 67.9%+23.6pp |
| Annual return | 9.37% | 21.63%-12.3pp | 591.07%-581.7pp | 28.85%-19.5pp |
| Employer contribution / active EE | $2,259 | $2,574-12.2% | $3,022-25.3% | $2,588-12.7% |
| Participant deferral / active EE | $2,856 | $3,436-16.9% | $4,438-35.6% | $4,289-33.4% |
| Admin fee / account holder | $91 | $1,057-91.4% | $5,614-98.4% | $1,587-94.3% |