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 | $27,243+111.0% | $52,425+9.7% | $79,634-27.8% |
| Participation rate | 82.5% | 22.4%+60.1pp | 55.6%+26.9pp | 62.5%+20.0pp |
| Annual return | 16.53% | 63.36%-46.8pp | 302.12%-285.6pp | 36.46%-19.9pp |
| Employer contribution / active EE | $1,254 | $319+292.8% | $914+37.1% | $2,529-50.4% |
| Participant deferral / active EE | $4,777 | $636+651.7% | $1,790+166.8% | $3,835+24.6% |
| Admin fee / account holder | $153 | $2,105-92.7% | $2,495-93.9% | $1,002-84.7% |