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 Service code 10 · EIN 04-3499945 | Accounting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,153 | $73,638+78.1% | $95,952+36.7% | $73,488+78.5% |
| Participation rate | 96.7% | 76.2%+20.6pp | 77.1%+19.6pp | 70.7%+26.0pp |
| Annual return | 12.09% | 16.78%-4.7pp | 91.61%-79.5pp | 28.51%-16.4pp |
| Employer contribution / active EE | $2,309 | $1,863+23.9% | $2,541-9.1% | $2,270+1.7% |
| Participant deferral / active EE | $7,554 | $3,617+108.8% | $4,167+81.3% | $3,740+102.0% |
| Admin fee / account holder | $57 | $482-88.3% | $6,795-99.2% | $513-89.0% |