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, PLLC2 years Filed as: CARON AND BLETZER Service code 99 · EIN 11-1000111 | Other Fees | $7,750 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS Service code 99 · EIN 33-3000033 | Other Fees | $5,840 |
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 | $85,229 | $85,135+0.1% | $98,907-13.8% | $73,409+16.1% |
| Participation rate | 92.3% | 81.1%+11.1pp | 76.0%+16.2pp | 72.2%+20.1pp |
| Annual return | 10.22% | 19.14%-8.9pp | 196.43%-186.2pp | 59.29%-49.1pp |
| Employer contribution / active EE | $3,218 | $2,721+18.3% | $2,689+19.7% | $2,234+44.1% |
| Participant deferral / active EE | $5,112 | $4,349+17.5% | $4,244+20.4% | $3,805+34.3% |
| Admin fee / account holder | $72 | $139-48.0% | $6,642-98.9% | $158-54.1% |