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 |
|---|---|---|
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $29,400 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,367 |
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 | $191,408 | $109,881+74.2% | $150,045+27.6% | $84,808+125.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 75.64% | 28.25%+47.4pp | 62.55%+13.1pp | 40.90%+34.7pp |
| Employer contribution / active EE | $1,711 | $3,561-52.0% | $4,693-63.6% | $2,631-35.0% |
| Participant deferral / active EE | $16,229 | $6,636+144.6% | $7,997+102.9% | $4,212+285.3% |
| Admin fee / account holder | $216 | $8,568-97.5% | $13,435-98.4% | $7,344-97.1% |