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 AND BLETZER PLLC Service code 99 · EIN 33-3000333 | Other Fees | $10,400 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,874 | $86,655-4.4% | $119,609-30.7% | $66,914+23.9% |
| Participation rate | 91.2% | 75.6%+15.6pp | 79.3%+11.9pp | 69.8%+21.4pp |
| Annual return | -16.63% | -8.00%-8.6pp | -14.97%-1.7pp | 1.58%-18.2pp |
| Employer contribution / active EE | $3,183 | $2,536+25.5% | $4,232-24.8% | $2,544+25.1% |
| Participant deferral / active EE | $5,205 | $4,358+19.4% | $5,602-7.1% | $4,237+22.8% |
| Admin fee / account holder | $67 | $755-91.1% | $10,323-99.3% | $593-88.6% |