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, LLC Service code 10 · EIN 44-0160260 | Accounting | $12,600 |
BURLEIGH CONSULTING GROUP6 years Service code 14 · EIN 62-0842964 465 JACK KRAMER DRIVE · MEMPHIS, TN 38117 | Plan Administrator | $9,478 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,424 | $27,827-58.9% | $65,255-82.5% | $71,457-84.0% |
| Participation rate | 74.6% | 57.6%+17.0pp | 65.0%+9.7pp | 67.9%+6.7pp |
| Annual return | 7.18% | 41.58%-34.4pp | 47.35%-40.2pp | 28.85%-21.7pp |
| Employer contribution / active EE | $0 | $1,405-100.0% | $1,691-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $0 | $1,861-100.0% | $2,831-100.0% | $4,289-100.0% |
| Admin fee / account holder | $130 | $3,850-96.6% | $4,112-96.8% | $1,587-91.8% |