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, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $11,700 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,569 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$8,477 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,541 | $87,870+72.5% | $113,168+33.9% | $74,304+103.9% |
| Participation rate | 91.3% | 70.7%+20.6pp | 76.6%+14.8pp | 60.3%+31.0pp |
| Annual return | 14.69% | 26.44%-11.7pp | 24.27%-9.6pp | 29.43%-14.7pp |
| Employer contribution / active EE | $2,850 | $2,277+25.2% | $2,975-4.2% | $2,241+27.2% |
| Participant deferral / active EE | $7,810 | $4,241+84.2% | $5,107+52.9% | $3,767+107.3% |
| Admin fee / account holder | $143 | $3,368-95.8% | $12,068-98.8% | $2,969-95.2% |