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 | $48,798 |
FORVIS MAZARS, LLP6 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $20,800 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,441 | $91,407+158.7% | $135,903+74.0% | $71,457+230.9% |
| Participation rate | 90.5% | 75.7%+14.8pp | 81.9%+8.6pp | 67.9%+22.6pp |
| Annual return | 19.67% | 29.90%-10.2pp | 68.23%-48.6pp | 28.85%-9.2pp |
| Employer contribution / active EE | $5,683 | $3,703+53.5% | $4,856+17.0% | $2,588+119.6% |
| Participant deferral / active EE | $11,531 | $7,092+62.6% | $7,758+48.6% | $4,289+168.9% |
| Admin fee / account holder | $303 | $1,266-76.1% | $10,762-97.2% | $1,587-80.9% |