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, LLP2 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $12,740 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,981 |
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 | $47,733 | $54,229-12.0% | $70,092-31.9% | $68,494-30.3% |
| Participation rate | 84.5% | 64.5%+20.0pp | 70.5%+14.1pp | 67.9%+16.6pp |
| Annual return | -17.21% | -13.87%-3.3pp | 190.73%-207.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,210 | $2,018-40.0% | $2,559-52.7% | $2,596-53.4% |
| Participant deferral / active EE | $4,027 | $2,956+36.2% | $3,849+4.6% | $4,0270% |
| Admin fee / account holder | $151 | $4,694-96.8% | $6,267-97.6% | $5,403-97.2% |