See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $11,500 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,447 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$59,015 |
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 | $157,326 | $79,519+97.8% | $95,952+64.0% | $73,409+114.3% |
| Participation rate | 81.1% | 81.2%-0.1pp | 77.1%+4.0pp | 72.2%+8.9pp |
| Annual return | 24.21% | 19.20%+5.0pp | 91.61%-67.4pp | 59.29%-35.1pp |
| Employer contribution / active EE | $3,473 | $2,048+69.6% | $2,541+36.7% | $2,234+55.5% |
| Participant deferral / active EE | $10,869 | $4,138+162.7% | $4,167+160.9% | $3,805+185.6% |
| Admin fee / account holder | $35 | $184-81.1% | $6,795-99.5% | $158-78.0% |