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 | $63,329 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $16,167 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $7,430 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,580 | $88,890-17.2% | $102,423-28.2% | $77,643-5.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 14.60% | 24.98%-10.4pp | 29.32%-14.7pp | 31.24%-16.6pp |
| Employer contribution / active EE | $927 | $2,698-65.6% | $3,023-69.3% | $2,726-66.0% |
| Participant deferral / active EE | $3,411 | $5,145-33.7% | $5,053-32.5% | $4,647-26.6% |
| Admin fee / account holder | $99 | $235-57.9% | $9,451-99.0% | $430-77.0% |