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 10-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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $72,607 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $15,225 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $117,851 | $91,372+29.0% | $129,995-9.3% | $74,419+58.4% |
| Participation rate | 67.1% | 77.8%-10.7pp | 78.5%-11.4pp | 70.7%-3.6pp |
| Annual return | 19.91% | 23.21%-3.3pp | -137.18%+157.1pp | 34.38%-14.5pp |
| Employer contribution / active EE | $2,007 | $2,563-21.7% | $4,320-53.5% | $2,637-23.9% |
| Participant deferral / active EE | $6,208 | $4,721+31.5% | $5,820+6.7% | $4,528+37.1% |
| Admin fee / account holder | $271 | $283-4.3% | $10,614-97.4% | $348-22.0% |