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 |
|---|---|---|
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $35,535 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,480 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,620 |
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 | $94,999 | $61,058+55.6% | $71,209+33.4% | $85,563+11.0% |
| Participation rate | 73.4% | 58.6%+14.9pp | 73.8%-0.3pp | 66.0%+7.5pp |
| Annual return | 15.22% | 100.41%-85.2pp | 282.51%-267.3pp | 31.51%-16.3pp |
| Employer contribution / active EE | $1,000 | $2,199-54.5% | $2,721-63.3% | $2,654-62.3% |
| Participant deferral / active EE | $4,940 | $3,173+55.7% | $4,175+18.3% | $4,375+12.9% |
| Admin fee / account holder | $68 | $855-92.1% | $5,349-98.7% | $834-91.9% |