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 |
|---|---|---|
MARTINI & MARTINI, CPA, PA4+ years Service code 10 · EIN 22-2417800 | Accounting | $58,356 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,827 |
PAYNE CAPITAL MANAGEMENT LLC4+ years Service code 27 · EIN 26-2994343 | Advisory (Plan) | $30,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,732 | $41,467-40.4% | $67,313-63.3% | $55,725-55.6% |
| Participation rate | 42.5% | 62.5%-20.0pp | 69.1%-26.6pp | 70.9%-28.4pp |
| Annual return | -6.65% | 0.82%-7.5pp | -4.08%-2.6pp | 244.93%-251.6pp |
| Employer contribution / active EE | $313 | $1,316-76.2% | $2,566-87.8% | $2,078-84.9% |
| Participant deferral / active EE | $1,016 | $2,399-57.6% | $3,568-71.5% | $3,356-69.7% |
| Admin fee / account holder | $502 | $102+392.0% | $4,507-88.9% | $115+335.9% |