See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC1 year Filed as: CARON AND BLETZER, PLLC Service code 99 · EIN 11-1000111 | Other Fees | $10,363 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,037 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,152 | $93,182+17.1% | $146,665-25.6% | $79,386+37.5% |
| Participation rate | 89.6% | 76.4%+13.2pp | 80.1%+9.5pp | 70.7%+18.9pp |
| Annual return | 12.73% | 21.61%-8.9pp | 22.74%-10.0pp | 116.85%-104.1pp |
| Employer contribution / active EE | $2,249 | $2,420-7.0% | $4,136-45.6% | $2,427-7.3% |
| Participant deferral / active EE | $5,187 | $4,169+24.4% | $5,506-5.8% | $4,046+28.2% |
| Admin fee / account holder | $63 | $585-89.2% | $10,280-99.4% | $626-90.0% |