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, LLP4 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $21,000 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $19,572 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,286 | $49,451-77.2% | $79,550-85.8% | $66,914-83.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | -17.51% | 84.25%-101.8pp | 0.16%-17.7pp | 1.58%-19.1pp |
| Employer contribution / active EE | $471 | $1,266-62.8% | $2,413-80.5% | $2,544-81.5% |
| Participant deferral / active EE | $2,121 | $3,159-32.9% | $3,985-46.8% | $4,237-49.9% |
| Admin fee / account holder | $237 | $595-60.1% | $6,832-96.5% | $593-60.0% |