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 | $55,878 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $21,508 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,752 |
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 | $84,455 | $65,946+28.1% | $81,783+3.3% | $77,671+8.7% |
| Participation rate | 74.7% | 65.8%+8.9pp | 72.4%+2.3pp | 70.6%+4.1pp |
| Annual return | 13.99% | 26.65%-12.7pp | 775.05%-761.1pp | 31.21%-17.2pp |
| Employer contribution / active EE | $980 | $2,371-58.7% | $2,913-66.4% | $2,726-64.1% |
| Participant deferral / active EE | $4,756 | $3,507+35.6% | $4,320+10.1% | $4,648+2.3% |
| Admin fee / account holder | $88 | $527-83.3% | $7,380-98.8% | $430-79.5% |