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 4-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 Service code 10 · EIN 44-0160260 | Accounting | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,156 | $89,436-66.3% | $164,813-81.7% | $77,643-61.2% |
| Participation rate | 98.2% | 78.6%+19.6pp | 78.6%+19.6pp | 70.6%+27.7pp |
| Annual return | -2.66% | 28.83%-31.5pp | 69.93%-72.6pp | 31.24%-33.9pp |
| Employer contribution / active EE | $6,443 | $2,569+150.8% | $4,341+48.4% | $2,726+136.4% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $339-100.0% | $12,690-100.0% | $430-100.0% |