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+ years Service code 99 · EIN 04-3499945 | Other Fees | $5,800 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,258 | $57,108+9.0% | $94,224-33.9% | $52,331+19.0% |
| Participation rate | 68.6% | 72.9%-4.3pp | 78.8%-10.2pp | 68.1%+0.5pp |
| Annual return | 3.07% | 1.47%+1.6pp | 10.68%-7.6pp | 4.54%-1.5pp |
| Employer contribution / active EE | $1,635 | $1,735-5.8% | $3,587-54.4% | $1,882-13.1% |
| Participant deferral / active EE | $3,554 | $3,040+16.9% | $4,320-17.7% | $3,022+17.6% |
| Admin fee / account holder | $17 | $546-96.9% | $6,269-99.7% | $592-97.2% |