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 Filed as: CARON AND BLETZER PLLC Service code 99 · EIN 11-1000111 | Other Fees | $5,927 |
CBIA3+ years Service code 49 | Other Services | $2,035 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,653 | $65,223-5.5% | $80,019-23.0% | $55,725+10.6% |
| Participation rate | 89.0% | 80.6%+8.4pp | 75.8%+13.1pp | 70.9%+18.1pp |
| Annual return | 9.08% | 7.59%+1.5pp | 11.22%-2.1pp | 244.93%-235.9pp |
| Employer contribution / active EE | $2,257 | $2,544-11.3% | $2,468-8.5% | $2,078+8.6% |
| Participant deferral / active EE | $4,582 | $3,881+18.1% | $3,686+24.3% | $3,356+36.6% |
| Admin fee / account holder | $48 | $114-58.0% | $6,521-99.3% | $115-58.3% |