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 99 · EIN 47-1411118 | Other Fees | $59,518 |
FORVIS MAZARS, LLP2 years Filed as: MAZARS USA LLP Service code 99 · EIN 13-1459550 | Other Fees | $10,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $7,259 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,010 | $49,808+108.8% | $95,745+8.6% | $74,419+39.8% |
| Participation rate | 95.2% | 66.6%+28.6pp | 72.3%+22.9pp | 70.7%+24.4pp |
| Annual return | 16.31% | 24.91%-8.6pp | 28.35%-12.0pp | 34.38%-18.1pp |
| Employer contribution / active EE | $3,007 | $1,639+83.5% | $2,835+6.1% | $2,637+14.0% |
| Participant deferral / active EE | $5,535 | $3,739+48.0% | $4,245+30.4% | $4,528+22.2% |
| Admin fee / account holder | $49 | $311-84.3% | $5,678-99.1% | $348-85.9% |