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 & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $27,500 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $18,854 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,212 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,967 | $87,870+54.7% | $113,168+20.1% | $74,304+83.0% |
| Participation rate | 91.1% | 70.7%+20.4pp | 76.6%+14.5pp | 60.3%+30.8pp |
| Annual return | 18.63% | 26.44%-7.8pp | 24.27%-5.6pp | 29.43%-10.8pp |
| Employer contribution / active EE | $10,889 | $2,277+378.2% | $2,975+266.0% | $2,241+385.9% |
| Participant deferral / active EE | $6,960 | $4,241+64.1% | $5,107+36.3% | $3,767+84.7% |
| Admin fee / account holder | $224 | $3,368-93.4% | $12,068-98.1% | $2,969-92.5% |