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 |
|---|---|---|
CATALYST INC1 year Service code 99 · EIN 13-1992402 | Other Fees | $56,200 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $20,000 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $6,125 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $4,188 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,727 | $48,795+229.4% | $65,493+145.4% | $84,808+89.5% |
| Participation rate | 97.0% | 67.0%+30.0pp | 73.1%+23.9pp | 68.3%+28.7pp |
| Annual return | 42.64% | 20.20%+22.4pp | 982.45%-939.8pp | 40.90%+1.7pp |
| Employer contribution / active EE | $10,462 | $1,930+442.2% | $2,574+306.4% | $2,631+297.7% |
| Participant deferral / active EE | $6,475 | $2,928+121.1% | $3,961+63.5% | $4,212+53.7% |
| Admin fee / account holder | $425 | $3,877-89.0% | $5,028-91.6% | $7,344-94.2% |