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 Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $10,088 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,888 |
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 | $57,885 | $59,584-2.9% | $86,874-33.4% | $79,386-27.1% |
| Participation rate | 86.2% | 67.7%+18.5pp | 71.6%+14.5pp | 70.7%+15.4pp |
| Annual return | 16.47% | 23.15%-6.7pp | 63.52%-47.1pp | 116.85%-100.4pp |
| Employer contribution / active EE | $861 | $1,768-51.3% | $2,495-65.5% | $2,427-64.5% |
| Participant deferral / active EE | $3,338 | $3,036+9.9% | $3,699-9.8% | $4,046-17.5% |
| Admin fee / account holder | $118 | $604-80.4% | $5,828-98.0% | $626-81.1% |