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 & VETTERLING3 years Filed as: BLAZEK & VETTERLING LLC Service code 10 · EIN 76-0269860 | Accounting | $18,350 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,479 |
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 | $242,430 | $168,082+44.2% | $150,045+61.6% | - |
| Participation rate | 79.8% | 71.4%+8.4pp | 82.3%-2.5pp | - |
| Annual return | 17.79% | 24.81%-7.0pp | 62.55%-44.8pp | - |
| Employer contribution / active EE | $2,834 | $3,603-21.3% | $4,693-39.6% | - |
| Participant deferral / active EE | $10,980 | $7,053+55.7% | $7,997+37.3% | - |
| Admin fee / account holder | $216 | $7,866-97.3% | $13,435-98.4% | - |