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 |
|---|---|---|
KAUFMAN ROSSIN & CO1+ years Service code 10 3310 MARY STREET · MIAMI, FL 33133 | Accounting | $45,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $12,261 |
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 | $58,020 | $87,125-33.4% | $108,410-46.5% | $86,799-33.2% |
| Participation rate | 91.6% | 80.5%+11.1pp | 80.1%+11.5pp | 72.3%+19.3pp |
| Annual return | 16.07% | 25.21%-9.1pp | 905.27%-889.2pp | 97.91%-81.8pp |
| Employer contribution / active EE | $2,319 | $2,477-6.4% | $3,558-34.8% | $2,405-3.6% |
| Participant deferral / active EE | $7,477 | $6,944+7.7% | $6,563+13.9% | $4,131+81.0% |
| Admin fee / account holder | $79 | $130-39.5% | $7,295-98.9% | $170-53.6% |