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 44-0160260 | Accounting | $12,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,246 |
Annual investment return 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 | $77,496 | $81,900-5.4% | $119,609-35.2% | $68,494+13.1% |
| Participation rate | 98.6% | 71.9%+26.7pp | 79.3%+19.4pp | 67.9%+30.7pp |
| Annual return | -20.61% | -23.82%+3.2pp | -14.97%-5.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $5,499 | $2,693+104.2% | $4,232+29.9% | $2,596+111.8% |
| Participant deferral / active EE | $11,051 | $4,148+166.5% | $5,602+97.3% | $4,027+174.4% |
| Admin fee / account holder | $34 | $6,582-99.5% | $10,323-99.7% | $5,403-99.4% |