Filed October 3, 2025
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 64 · EIN 04-2647786 | Recordkeeping Fees | $18,528 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $10,940 |
MELISSA G. CRITRCHER,CPA,PC3 years Filed as: MELISSA G CRITCHER CPA PC Service code 10 · EIN 27-1654932 | Accounting | $5,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,074 | $69,159-53.6% | $125,175-74.4% | $67,579-52.5% |
| Participation rate | 39.6% | 78.2%-38.6pp | 79.8%-40.1pp | 71.3%-31.6pp |
| Annual return | 30.93% | 27.12%+3.8pp | 43.79%-12.9pp | 378.56%-347.6pp |
| Employer contribution / active EE | $696 | $2,023-65.6% | $3,865-82.0% | $2,148-67.6% |
| Participant deferral / active EE | $806 | $3,700-78.2% | $4,937-83.7% | $3,539-77.2% |
| Admin fee / account holder | $240 | $142+69.5% | $9,702-97.5% | $142+68.8% |