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 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $11,381 |
FORVIS MAZARS, LLP1 year Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $7,500 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,836 | $49,138-82.0% | $84,015-89.5% | $65,185-86.4% |
| Participation rate | 93.1% | 60.7%+32.3pp | 69.0%+24.1pp | 70.2%+22.9pp |
| Annual return | 22.38% | 23.00%-0.6pp | 71.31%-48.9pp | 29.38%-7.0pp |
| Employer contribution / active EE | $833 | $914-8.8% | $1,983-58.0% | $2,177-61.7% |
| Participant deferral / active EE | $2,226 | $2,397-7.1% | $3,239-31.3% | $3,514-36.6% |
| Admin fee / account holder | $87 | $543-84.1% | $6,101-98.6% | $847-89.8% |