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 6-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 |
|---|---|---|
Service code 64 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $10,416 |
CARON & BLETZER, PLLC2 years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 1 LIBRARY LN · KINGSTON, NH 03848 | Accounting | $7,700 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,529 | $104,475-89.9% | $159,436-93.4% | $79,386-86.7% |
| Participation rate | 88.1% | 76.6%+11.5pp | 82.8%+5.3pp | 70.7%+17.4pp |
| Annual return | 39.59% | 67.95%-28.4pp | 263.57%-224.0pp | 116.85%-77.3pp |
| Employer contribution / active EE | $1,615 | $3,417-52.7% | $4,829-66.6% | $2,427-33.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $124 | $711-82.5% | $10,799-98.9% | $626-80.2% |