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 | $48,870 |
FORVIS MAZARS, LLP5 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $18,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $97 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $204,816 | $84,487+142.4% | $125,339+63.4% | $66,914+206.1% |
| Participation rate | 93.3% | 76.4%+16.9pp | 82.4%+10.9pp | 69.8%+23.5pp |
| Annual return | -16.26% | -8.39%-7.9pp | 572.05%-588.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $5,930 | $3,553+66.9% | $4,814+23.2% | $2,544+133.1% |
| Participant deferral / active EE | $12,317 | $6,781+81.6% | $7,446+65.4% | $4,237+190.7% |
| Admin fee / account holder | $292 | $685-57.4% | $10,010-97.1% | $593-50.8% |