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 |
|---|---|---|
Filed as: GREGORY J. SCHWARTZ & CO., INC. Service code 16 · EIN 38-2117812 | Consulting | $43,319 |
FORVIS MAZARS, LLP2 years Filed as: MAZARS Service code 10 · EIN 13-1459550 | Accounting | $18,720 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $15,050 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $7,350 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,269 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $58,384 | $88,890-34.3% | $102,423-43.0% | $77,643-24.8% |
| Participation rate | 81.6% | 80.9%+0.7pp | 76.5%+5.1pp | 70.6%+11.0pp |
| Annual return | 16.64% | 24.98%-8.3pp | 29.32%-12.7pp | 31.24%-14.6pp |
| Employer contribution / active EE | $923 | $2,698-65.8% | $3,023-69.5% | $2,726-66.1% |
| Participant deferral / active EE | $3,873 | $5,145-24.7% | $5,053-23.3% | $4,647-16.7% |
| Admin fee / account holder | $183 | $235-22.3% | $9,451-98.1% | $430-57.5% |