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 | $5,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,866 | $109,881+62.8% | $150,045+19.2% | $84,808+110.9% |
| Participation rate | 95.2% | 76.1%+19.2pp | 82.3%+12.9pp | 68.3%+26.9pp |
| Annual return | 16.83% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $12,521 | $3,561+251.6% | $4,693+166.8% | $2,631+375.9% |
| Participant deferral / active EE | $36,704 | $6,636+453.1% | $7,997+359.0% | $4,212+771.5% |
| Admin fee / account holder | $34 | $8,568-99.6% | $13,435-99.7% | $7,344-99.5% |