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 10-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 |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,900 |
CARON & BLETZER, PLLC2 years Filed as: CARON AND BLETZER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $6,695 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,355 | $72,607-11.4% | $90,749-29.1% | $66,914-3.8% |
| Participation rate | 90.4% | 73.7%+16.7pp | 75.7%+14.7pp | 69.8%+20.6pp |
| Annual return | -15.70% | -12.28%-3.4pp | -12.16%-3.5pp | 1.58%-17.3pp |
| Employer contribution / active EE | $8,056 | $2,369+240.1% | $2,921+175.8% | $2,544+216.6% |
| Participant deferral / active EE | $17,025 | $3,977+328.0% | $4,564+273.0% | $4,237+301.8% |
| Admin fee / account holder | $108 | $707-84.7% | $8,445-98.7% | $593-81.8% |