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 | $11,100 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,414 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,426 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,627 | $79,171+65.0% | $102,423+27.5% | $74,495+75.4% |
| Participation rate | 95.3% | 74.8%+20.5pp | 76.5%+18.8pp | 67.2%+28.1pp |
| Annual return | 12.95% | 54.93%-42.0pp | 29.32%-16.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $3,232 | $2,362+36.8% | $3,023+6.9% | $2,623+23.2% |
| Participant deferral / active EE | $8,142 | $4,415+84.4% | $5,053+61.1% | $4,346+87.4% |
| Admin fee / account holder | $119 | $2,001-94.1% | $9,451-98.7% | $1,942-93.9% |