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 6-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 |
|---|---|---|
O'CONNOR DAVIES, LLP1 year Filed as: O'CONNOR & DREW PC Service code 10 25 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Accounting | $9,000 |
ASCENSUS LLC2+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,327 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,656 | $65,041-0.6% | $90,951-28.9% | $79,858-19.0% |
| Participation rate | 84.5% | 61.6%+22.9pp | 69.0%+15.5pp | 69.6%+14.9pp |
| Annual return | 15.67% | 30.45%-14.8pp | 134.60%-118.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,217 | $1,247-2.4% | $2,122-42.7% | $2,471-50.7% |
| Participant deferral / active EE | $2,780 | $2,512+10.7% | $3,373-17.6% | $3,740-25.7% |
| Admin fee / account holder | $119 | $4,536-97.4% | $5,959-98.0% | $5,306-97.8% |