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 8-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 | $143,756 |
Service code 16 · EIN 04-2675571 | Consulting | $32,000 |
CARON & BLETZER, PLLC1 year Filed as: CARON AND BLETZER Service code 10 · EIN 04-3499945 | Accounting | $10,400 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,449 | $115,744-52.1% | $100,391-44.8% | $199,593-72.2% |
| Participation rate | 94.9% | 85.7%+9.3pp | 81.5%+13.5pp | 72.0%+23.0pp |
| Annual return | 33.77% | 17.79%+16.0pp | 49.20%-15.4pp | 34.25%-0.5pp |
| Employer contribution / active EE | $2,078 | $3,657-43.2% | $3,942-47.3% | $3,034-31.5% |
| Participant deferral / active EE | $14,954 | $9,844+51.9% | $8,082+85.0% | $5,087+194.0% |
| Admin fee / account holder | $34 | $93-63.0% | $7,899-99.6% | $269-87.2% |