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, LLP1 year Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $28,875 |
JPMORGAN INVEST HOLDINGS LLC9 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $28,711 |
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 | $59,535 | $56,102+6.1% | $101,794-41.5% | $102,872-42.1% |
| Participation rate | 81.3% | 70.4%+11.0pp | 69.2%+12.1pp | 73.0%+8.3pp |
| Annual return | 15.89% | 14.06%+1.8pp | 30.53%-14.6pp | 19.06%-3.2pp |
| Employer contribution / active EE | $1,064 | $1,380-22.9% | $2,289-53.5% | $3,526-69.8% |
| Participant deferral / active EE | $4,221 | $2,801+50.7% | $4,084+3.4% | $5,535-23.7% |
| Admin fee / account holder | $48 | $262-81.6% | $8,777-99.5% | $292-83.5% |