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 |
|---|---|---|
Service code 16 · EIN 45-5608425 | Consulting | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,238 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,718 | $89,739+1.1% | $149,718-39.4% | $62,292+45.6% |
| Participation rate | 46.7% | 85.1%-38.4pp | 87.1%-40.3pp | 69.5%-22.8pp |
| Annual return | 17.56% | 21.01%-3.5pp | 1501.63%-1484.1pp | 28.90%-11.3pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,851 | $4,797-19.7% | $6,569-41.4% | $3,169+21.5% |
| Admin fee / account holder | $324 | $551-41.3% | $11,283-97.1% | $479-32.5% |