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 | $9,509 |
CARON & BLETZER, PLLC3+ years Service code 10 · EIN 04-3499945 | Accounting | $7,800 |
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 | $98,573 | $94,529+4.3% | $140,016-29.6% | $64,186+53.6% |
| Participation rate | 72.3% | 84.1%-11.7pp | 87.5%-15.2pp | 69.6%+2.8pp |
| Annual return | -4.01% | 7.77%-11.8pp | 651.12%-655.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,656 | $5,250+83.9% | $6,927+39.4% | $3,470+178.3% |
| Admin fee / account holder | $381 | $6,741-94.3% | $10,705-96.4% | $4,888-92.2% |