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 5-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, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $18,620 |
Filed as: BLUE ROCK WEALTH MGMT DBA THREE MAG Service code 27 110 OAKWOOD DR, STE 480 · WINSTON-SALEM, NC 27103 | Advisory (Plan) | $16,887 |
Service code 13 · EIN 31-1299207 25 MERCHANT ST, SUITE 135 · CINCINNATI, OH 45246 | Contract Administrator | $4,611 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,473 | $96,484-66.3% | $156,263-79.2% | $74,304-56.3% |
| Participation rate | 59.8% | 67.7%-7.9pp | 78.9%-19.1pp | 60.3%-0.6pp |
| Annual return | 11.39% | 17.73%-6.3pp | 59.47%-48.1pp | 29.43%-18.0pp |
| Employer contribution / active EE | $1,111 | $2,528-56.1% | $4,333-74.4% | $2,241-50.4% |
| Participant deferral / active EE | $2,024 | $4,286-52.8% | $6,158-67.1% | $3,767-46.3% |
| Admin fee / account holder | $157 | $3,728-95.8% | $14,255-98.9% | $2,969-94.7% |