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, PLLC6+ years Service code 10 · EIN 04-3499945 | Accounting | $9,400 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,544 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,288 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,087 | $136,307+30.7% | $177,821+0.1% | $73,488+142.3% |
| Participation rate | 84.5% | 86.1%-1.6pp | 87.7%-3.2pp | 70.7%+13.8pp |
| Annual return | 16.83% | 18.68%-1.8pp | 48.32%-31.5pp | 28.51%-11.7pp |
| Employer contribution / active EE | $2,556 | $3,712-31.1% | $5,918-56.8% | $2,270+12.6% |
| Participant deferral / active EE | $14,955 | $5,829+156.6% | $7,714+93.9% | $3,740+299.9% |
| Admin fee / account holder | $93 | $596-84.4% | $12,427-99.3% | $513-81.9% |