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 |
|---|---|---|
BLAZEK & VETTERLING2 years Filed as: BLAZEK & VETTERLING LLC Service code 10 · EIN 76-0269860 | Accounting | $18,350 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$16,647 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,794 | $102,382+117.6% | $147,005+51.6% | $80,874+175.5% |
| Participation rate | 80.9% | 75.8%+5.0pp | 82.2%-1.3pp | 67.6%+13.2pp |
| Annual return | 19.63% | 134.89%-115.3pp | 418.76%-399.1pp | 35.62%-16.0pp |
| Employer contribution / active EE | $2,810 | $3,715-24.4% | $4,934-43.1% | $2,756+2.0% |
| Participant deferral / active EE | $11,261 | $6,646+69.4% | $8,070+39.5% | $4,297+162.1% |
| Admin fee / account holder | $187 | $7,942-97.6% | $13,006-98.6% | $6,935-97.3% |