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 |
|---|---|---|
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $25,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,437 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $14,599 |
Filed as: MAYFLOWER FINANCIAL ADVISORS LLC Service code 16 · EIN 84-4826355 | Consulting | $13,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,865 | $47,898+39.6% | $117,472-43.1% | $64,808+3.2% |
| Participation rate | 93.6% | 61.9%+31.7pp | 70.6%+23.0pp | 71.5%+22.1pp |
| Annual return | -16.77% | -15.54%-1.2pp | 29.74%-46.5pp | 32.82%-49.6pp |
| Employer contribution / active EE | $4,640 | $1,774+161.6% | $4,176+11.1% | $2,506+85.2% |
| Participant deferral / active EE | $7,652 | $3,151+142.9% | $4,070+88.0% | $4,310+77.5% |
| Admin fee / account holder | $179 | $132+36.0% | $5,645-96.8% | $188-4.6% |