Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $10,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $880 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,457 | $55,472-68.5% | $155,567-88.8% | $74,546-76.6% |
| Participation rate | 28.2% | 61.9%-33.7pp | 78.2%-50.0pp | 67.2%-39.0pp |
| Annual return | 13.59% | 268.72%-255.1pp | 64.74%-51.1pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $365 | $2,269-83.9% | $4,674-92.2% | $2,624-86.1% |
| Participant deferral / active EE | $1,283 | $2,838-54.8% | $5,628-77.2% | $4,347-70.5% |
| Admin fee / account holder | $157 | $1,743-91.0% | $15,916-99.0% | $1,944-91.9% |