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, LLP1 year Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $71,215 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$71,474 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $23,069 | $119,627-80.7% | $146,958-84.3% | $99,062-76.7% |
| Participation rate | 75.0% | 73.4%+1.5pp | 82.2%-7.2pp | 71.6%+3.3pp |
| Annual return | 16.33% | 28.82%-12.5pp | 418.34%-402.0pp | 17.66%-1.3pp |
| Employer contribution / active EE | $0 | $4,153-100.0% | $4,933-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $2,917 | $7,997-63.5% | $8,070-63.9% | $5,331-45.3% |
| Admin fee / account holder | $7 | $150-95.3% | $12,998-99.9% | $109-93.5% |