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, LLP6 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $21,500 |
AMERICAN FUNDS2 years Filed as: NEWPORT CAPITAL GROUP Service code 16 · EIN 37-6572947 | Consulting | $7,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,559 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,494 | $63,442+398.9% | $68,791+360.1% | $66,914+373.0% |
| Participation rate | 90.5% | 60.0%+30.6pp | 69.0%+21.5pp | 69.8%+20.7pp |
| Annual return | -13.23% | -8.29%-4.9pp | -6.38%-6.9pp | 1.58%-14.8pp |
| Employer contribution / active EE | $7,660 | $1,775+331.6% | $2,655+188.5% | $2,544+201.1% |
| Participant deferral / active EE | $11,167 | $2,945+279.3% | $3,941+183.4% | $4,237+163.6% |
| Admin fee / account holder | -$219 | $577-138.0% | $4,932-104.4% | $593-137.0% |