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 |
|---|---|---|
SIMONIZ USA INC.1 year Service code 99 · EIN 22-2000222 | Other Fees | $9,400 |
CARON & BLETZER, PLLC1 year Filed as: CARON AND BLETZER Service code 99 · EIN 11-1000111 | Other Fees | $3,536 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,028 | $74,347+0.9% | $93,606-19.8% | $67,579+11.0% |
| Participation rate | 92.0% | 80.6%+11.4pp | 75.8%+16.2pp | 71.3%+20.8pp |
| Annual return | 3.89% | 28.07%-24.2pp | 32.76%-28.9pp | 378.56%-374.7pp |
| Employer contribution / active EE | $2,301 | $2,583-10.9% | $2,718-15.3% | $2,148+7.1% |
| Participant deferral / active EE | $5,074 | $4,060+25.0% | $4,069+24.7% | $3,539+43.3% |
| Admin fee / account holder | $90 | $123-26.7% | $7,888-98.9% | $142-36.8% |