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 9-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, LLP Service code 10 201 N ILLINOIS ST STE 700 · INDIANAPOLIS, IN 46204 | Accounting | $21,315 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,565 |
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 | $103,824 | $71,516+45.2% | $98,439+5.5% | $71,457+45.3% |
| Participation rate | 94.6% | 72.7%+21.9pp | 75.2%+19.4pp | 67.9%+26.7pp |
| Annual return | 16.34% | 32.41%-16.1pp | 21.16%-4.8pp | 28.85%-12.5pp |
| Employer contribution / active EE | $3,098 | $2,399+29.2% | $3,048+1.7% | $2,588+19.7% |
| Participant deferral / active EE | $5,879 | $4,109+43.1% | $4,738+24.1% | $4,289+37.1% |
| Admin fee / account holder | $92 | $1,675-94.5% | $8,948-99.0% | $1,587-94.2% |