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 10 · EIN 04-3499945 | Accounting | $8,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,767 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $113,154 | $79,523+42.3% | $140,016-19.2% | $56,287+101.0% |
| Participation rate | 80.7% | 85.7%-5.0pp | 87.5%-6.8pp | 69.9%+10.9pp |
| Annual return | -4.64% | 2.39%-7.0pp | 651.12%-655.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,018 | $3,350-69.6% | $5,606-81.8% | $2,111-51.8% |
| Participant deferral / active EE | $10,665 | $5,129+107.9% | $6,927+54.0% | $3,350+218.4% |
| Admin fee / account holder | $75 | $614-87.7% | $10,705-99.3% | $521-85.5% |