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 16 · EIN 22-3675264 | Consulting | $45,625 |
FORVIS MAZARS, LLP3 years Filed as: MAZARS USA,LLP Service code 10 · EIN 13-1459550 | Accounting | $5,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $161 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,027 | $104,475+111.6% | $159,436+38.6% | $79,386+178.4% |
| Participation rate | 96.0% | 76.6%+19.4pp | 82.8%+13.2pp | 70.7%+25.3pp |
| Annual return | 20.00% | 67.95%-48.0pp | 263.57%-243.6pp | 116.85%-96.9pp |
| Employer contribution / active EE | $6,477 | $3,417+89.6% | $4,829+34.1% | $2,427+166.8% |
| Participant deferral / active EE | $13,963 | $6,467+115.9% | $7,352+89.9% | $4,046+245.2% |
| Admin fee / account holder | $203 | $711-71.4% | $10,799-98.1% | $626-67.6% |