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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $71,390 |
Service code 27 · EIN 45-5608425 | Advisory (Plan) | $25,000 |
CARON & BLETZER, PLLC2 years Filed as: CARON AND BLETZER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $11,263 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,488 | $30,588+87.9% | $53,898+6.7% | $85,563-32.8% |
| Participation rate | 82.5% | 26.3%+56.2pp | 55.0%+27.6pp | 66.0%+16.6pp |
| Annual return | 16.53% | 50.42%-33.9pp | 528.60%-512.1pp | 31.51%-15.0pp |
| Employer contribution / active EE | $1,254 | $436+187.6% | $932+34.5% | $2,654-52.8% |
| Participant deferral / active EE | $4,777 | $848+463.5% | $1,826+161.6% | $4,375+9.2% |
| Admin fee / account holder | $153 | $1,879-91.9% | $2,491-93.9% | $834-81.6% |