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 4-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 & BLETZER Service code 11 · EIN 04-0349945 | Actuarial | $7,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,361 | $55,472-27.2% | $155,567-74.1% | $74,546-45.9% |
| Participation rate | 84.0% | 61.9%+22.1pp | 78.2%+5.8pp | 67.2%+16.8pp |
| Annual return | 12.95% | 268.72%-255.8pp | 64.74%-51.8pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $826 | $2,269-63.6% | $4,674-82.3% | $2,624-68.5% |
| Participant deferral / active EE | $2,625 | $2,838-7.5% | $5,628-53.3% | $4,347-39.6% |
| Admin fee / account holder | $394 | $1,743-77.4% | $15,916-97.5% | $1,944-79.7% |