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, LLP3 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $20,000 |
Service code 16 · EIN 22-3189064 | Consulting | $7,969 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$59,981 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $327,407 | $47,922+583.2% | $75,886+331.4% | $65,185+402.3% |
| Participation rate | 94.9% | 63.0%+31.9pp | 69.3%+25.6pp | 70.2%+24.7pp |
| Annual return | 25.11% | 24.12%+1.0pp | 30.76%-5.6pp | 29.38%-4.3pp |
| Employer contribution / active EE | $7,646 | $1,557+391.0% | $2,500+205.8% | $2,177+251.3% |
| Participant deferral / active EE | $10,722 | $2,550+320.4% | $3,603+197.6% | $3,514+205.1% |
| Admin fee / account holder | -$160 | $532-130.1% | $5,418-103.0% | $847-118.9% |