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 8-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,368 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $27,720 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 27 · EIN 04-3499945 | Advisory (Plan) | $5,896 |
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 | $22,672 | $42,901-47.2% | $91,220-75.1% | $64,808-65.0% |
| Participation rate | 88.3% | 68.1%+20.1pp | 73.2%+15.1pp | 71.5%+16.8pp |
| Annual return | 3.77% | -13.53%+17.3pp | 114.01%-110.2pp | 32.82%-29.0pp |
| Employer contribution / active EE | $1,931 | $1,571+23.0% | $2,850-32.2% | $2,506-22.9% |
| Participant deferral / active EE | $7,639 | $3,501+118.2% | $4,234+80.4% | $4,310+77.2% |
| Admin fee / account holder | $146 | $131+11.7% | $5,420-97.3% | $188-22.0% |