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 Filed as: CARON & BLETZER PLLC Service code 99 · EIN 04-3499945 | Other Fees | $8,570 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,788 |
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 | $92,572 | $66,302+39.6% | $110,238-16.0% | $56,287+64.5% |
| Participation rate | 84.1% | 74.9%+9.2pp | 79.8%+4.3pp | 69.9%+14.2pp |
| Annual return | -5.28% | -1.18%-4.1pp | 314.74%-320.0pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,212 | $2,047+8.0% | $3,826-42.2% | $2,111+4.8% |
| Participant deferral / active EE | $4,528 | $3,381+33.9% | $4,672-3.1% | $3,350+35.2% |
| Admin fee / account holder | $29 | $698-95.8% | $8,547-99.7% | $521-94.4% |