Filed August 29, 2022 (most recent of 5 filings on file)
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 |
|---|---|---|
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $1,565 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,813 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,079 | $142,424+6.1% | $100,534+50.3% | $74,304+103.3% |
| Participation rate | 92.7% | 79.6%+13.2pp | 80.6%+12.1pp | 60.3%+32.4pp |
| Annual return | 20.39% | 27.53%-7.1pp | 32.66%-12.3pp | 29.43%-9.0pp |
| Employer contribution / active EE | $2,230 | $5,555-59.9% | $4,346-48.7% | $2,241-0.5% |
| Participant deferral / active EE | $10,917 | $8,247+32.4% | $6,144+77.7% | $3,767+189.8% |
| Admin fee / account holder | -$2 | $1,986-100.1% | $7,654-100.0% | $2,969-100.1% |