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 LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $24,675 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $21,780 |
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 | $23,005 | $58,264-60.5% | $86,612-73.4% | $71,457-67.8% |
| Participation rate | 97.9% | 65.0%+32.9pp | 71.7%+26.2pp | 67.9%+30.0pp |
| Annual return | 15.37% | 21.63%-6.3pp | 591.07%-575.7pp | 28.85%-13.5pp |
| Employer contribution / active EE | $2,498 | $2,574-3.0% | $3,022-17.3% | $2,588-3.5% |
| Participant deferral / active EE | $2,199 | $3,436-36.0% | $4,438-50.4% | $4,289-48.7% |
| Admin fee / account holder | $187 | $1,057-82.4% | $5,614-96.7% | $1,587-88.2% |