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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,013 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $15,188 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $6,715 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,985 | $99,078-31.4% | $96,544-29.6% | $74,419-8.6% |
| Participation rate | 99.9% | 80.7%+19.2pp | 76.0%+23.9pp | 70.7%+29.1pp |
| Annual return | 16.14% | 22.48%-6.3pp | 25.84%-9.7pp | 34.38%-18.2pp |
| Employer contribution / active EE | $868 | $2,570-66.2% | $2,965-70.7% | $2,637-67.1% |
| Participant deferral / active EE | $2,994 | $4,933-39.3% | $4,851-38.3% | $4,528-33.9% |
| Admin fee / account holder | $90 | $225-59.8% | $8,252-98.9% | $348-74.0% |