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, PLLC2 years Filed as: CARON AND BLETZER PLLC Service code 99 · EIN 33-3000333 | Other Fees | $11,200 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,238 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,462 | $82,978+4.2% | $129,995-33.5% | $71,457+21.0% |
| Participation rate | 94.1% | 74.1%+20.0pp | 78.5%+15.6pp | 67.9%+26.2pp |
| Annual return | 15.11% | 20.60%-5.5pp | -137.18%+152.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $3,697 | $2,622+41.0% | $4,320-14.4% | $2,588+42.9% |
| Participant deferral / active EE | $6,101 | $4,432+37.7% | $5,820+4.8% | $4,289+42.2% |
| Admin fee / account holder | $65 | $1,729-96.2% | $10,614-99.4% | $1,587-95.9% |