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: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $23,500 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Sales loa... | $16,454 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,749 | $54,573-78.5% | $90,951-87.1% | $73,488-84.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 70.7%+29.3pp |
| Annual return | 12.43% | 16.69%-4.3pp | 134.60%-122.2pp | 28.51%-16.1pp |
| Employer contribution / active EE | $629 | $991-36.5% | $2,122-70.3% | $2,270-72.3% |
| Participant deferral / active EE | $2,721 | $2,517+8.1% | $3,373-19.3% | $3,740-27.2% |
| Admin fee / account holder | $200 | $521-61.7% | $5,959-96.6% | $513-61.1% |