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 Service code 99 · EIN 04-3499945 | Other Fees | $11,900 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,476 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,473 | $88,083-0.7% | $164,813-46.9% | $74,495+17.4% |
| Participation rate | 97.4% | 73.0%+24.4pp | 78.6%+18.8pp | 67.2%+30.2pp |
| Annual return | 15.25% | 17.26%-2.0pp | 69.93%-54.7pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $4,622 | $2,593+78.3% | $4,341+6.5% | $2,623+76.2% |
| Participant deferral / active EE | $6,979 | $4,498+55.2% | $6,031+15.7% | $4,346+60.6% |
| Admin fee / account holder | $67 | $2,234-97.0% | $12,690-99.5% | $1,942-96.6% |