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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,549 |
CARON & BLETZER, PLLC1 year Filed as: CARON BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $12,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $13,812 | $88,890-84.5% | $102,423-86.5% | $77,643-82.2% |
| Participation rate | 98.4% | 80.9%+17.5pp | 76.5%+21.9pp | 70.6%+27.9pp |
| Annual return | 33.26% | 24.98%+8.3pp | 29.32%+3.9pp | 31.24%+2.0pp |
| Employer contribution / active EE | $4,864 | $2,698+80.3% | $3,023+60.9% | $2,726+78.5% |
| Participant deferral / active EE | $3,823 | $5,145-25.7% | $5,053-24.3% | $4,647-17.7% |
| Admin fee / account holder | $54 | $235-77.2% | $9,451-99.4% | $430-87.5% |