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 |
|---|---|---|
FORVIS MAZARS, LLP1 year Filed as: FORVIS,LLP Service code 10 · EIN 44-0160560 | Accounting | $14,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,440 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $5,192 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,253 | $91,538-67.0% | $129,995-76.7% | $75,163-59.8% |
| Participation rate | 84.9% | 71.4%+13.5pp | 78.5%+6.4pp | 67.2%+17.7pp |
| Annual return | 15.65% | -631.11%+646.8pp | -137.18%+152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $547 | $2,845-80.8% | $4,320-87.3% | $2,670-79.5% |
| Participant deferral / active EE | $2,640 | $4,341-39.2% | $5,820-54.6% | $4,125-36.0% |
| Admin fee / account holder | $288 | $6,790-95.8% | $10,614-97.3% | $5,651-94.9% |