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, LLP3 years Service code 10 · EIN 44-0160260 | Accounting | $14,913 |
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $8,618 |
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 | $92,281 | $84,556+9.1% | $116,228-20.6% | $74,304+24.2% |
| Participation rate | 92.0% | 66.0%+25.9pp | 74.6%+17.4pp | 60.3%+31.6pp |
| Annual return | 14.06% | 18.35%-4.3pp | 90.06%-76.0pp | 29.43%-15.4pp |
| Employer contribution / active EE | $2,765 | $2,168+27.5% | $2,994-7.7% | $2,241+23.4% |
| Participant deferral / active EE | $4,066 | $3,814+6.6% | $4,953-17.9% | $3,767+7.9% |
| Admin fee / account holder | $103 | $3,792-97.3% | $11,989-99.1% | $2,969-96.5% |