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 26 · EIN 71-0294708 | Advisory (Participants) | $11,662 |
CARON & BLETZER, PLLC1 year Filed as: CARON AND BLETZER PPLC Service code 99 · EIN 11-1000111 | Other Fees | $9,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,958 | $81,474+54.6% | $133,956-6.0% | $73,488+71.4% |
| Participation rate | 86.0% | 76.4%+9.6pp | 79.8%+6.2pp | 70.7%+15.3pp |
| Annual return | 22.57% | 19.40%+3.2pp | 45.09%-22.5pp | 28.51%-5.9pp |
| Employer contribution / active EE | $2,217 | $2,209+0.4% | $3,919-43.4% | $2,270-2.3% |
| Participant deferral / active EE | $5,643 | $3,786+49.0% | $5,048+11.8% | $3,740+50.9% |
| Admin fee / account holder | $74 | $713-89.6% | $8,927-99.2% | $513-85.6% |