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 Service code 10 · EIN 04-3499945 | Accounting | $14,005 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,225 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,391 | $87,870+132.6% | $113,168+80.6% | $74,304+175.1% |
| Participation rate | 84.5% | 70.7%+13.7pp | 76.6%+7.9pp | 60.3%+24.1pp |
| Annual return | 20.06% | 26.44%-6.4pp | 24.27%-4.2pp | 29.43%-9.4pp |
| Employer contribution / active EE | $2,746 | $2,277+20.6% | $2,975-7.7% | $2,241+22.5% |
| Participant deferral / active EE | $7,604 | $4,241+79.3% | $5,107+48.9% | $3,767+101.8% |
| Admin fee / account holder | $245 | $3,368-92.7% | $12,068-98.0% | $2,969-91.8% |