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 61 · EIN 22-3675264 | Finders' fees / placement fees | $34,912 |
FORVIS MAZARS, LLP1 year Filed as: MAZARS USA,LLP Service code 10 · EIN 13-1459550 | Accounting | $14,450 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $181,555 | $89,652+102.5% | $141,162+28.6% | $65,185+178.5% |
| Participation rate | 83.8% | 74.7%+9.1pp | 82.5%+1.4pp | 70.2%+13.6pp |
| Annual return | 28.75% | 32.79%-4.0pp | 71.39%-42.6pp | 29.38%-0.6pp |
| Employer contribution / active EE | $3,972 | $3,065+29.6% | $4,735-16.1% | $2,177+82.5% |
| Participant deferral / active EE | $9,255 | $5,691+62.6% | $6,709+38.0% | $3,514+163.4% |
| Admin fee / account holder | $225 | $569-60.5% | $10,261-97.8% | $847-73.5% |