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 | $11,861 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $9,050 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $8,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,185 | $60,323-23.4% | $81,812-43.5% | $74,495-38.0% |
| Participation rate | 91.5% | 62.9%+28.6pp | 72.3%+19.1pp | 67.2%+24.3pp |
| Annual return | 13.62% | 16.90%-3.3pp | 773.79%-760.2pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,513 | $2,620-4.1% | $2,912-13.7% | $2,623-4.2% |
| Participant deferral / active EE | $3,180 | $3,387-6.1% | $4,319-26.4% | $4,346-26.8% |
| Admin fee / account holder | $84 | $1,486-94.4% | $7,386-98.9% | $1,942-95.7% |